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Add capture templates for Sales pipeline and CRM tracking

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Vedang Manerikar 2024-12-24 18:57:53 +05:30
parent a6fa2219b7
commit 5dd1f209ff
2 changed files with 121 additions and 0 deletions
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56
custom-lisp/vedang-personal.el
View file

@ -11,6 +11,10 @@
(expand-file-name "brain/daily.org" org-directory))
(setq org-blogpost-file
(expand-file-name "brain/projects/blogposts.org" org-directory))
(setq org-crm-file
(expand-file-name "brain/projects/crm.org" org-directory))
(setq org-sales-file
(expand-file-name "brain/projects/sales.org" org-directory))
(setq org-company-file
(expand-file-name "brain/daily.org" org-directory))
(setq org-agenda-files
@ -331,6 +335,58 @@
:immediate-finish t)
org-capture-templates))
;;;; Sales and CRM capture templates
(use-package org-capture
:ensure nil
:config
;;; Default definitions for variables used in capture templates
(when (not (boundp 'org-crm-file))
(defvar org-crm-file org-default-notes-file
"File in which CRM data is stored."))
(when (not (boundp 'org-sales-file))
(defvar org-sales-file org-default-notes-file
"File in which Sales Deal data is stored."))
;;; *CRITICAL NOTE* Read before modifying the push stack below:
;; Pushing to capture templates is a stack. What goes in first shows
;; up at the bottom of the capture templates list.
(push '("s" "Sales and CRM templates") org-capture-templates)
(push `("sl" "New Sales Lead" entry
(file+headline org-sales-file "Leads to be Refiled")
(file ,(expand-file-name "capture-templates/sales.newlead.org" user-emacs-directory))
:prepend t
:kill-buffer t
:empty-lines-after 1
:clock-in t
:clock-resume t)
org-capture-templates)
(push `("sc" "New Company in CRM" entry
(file org-crm-file)
(file ,(expand-file-name "capture-templates/crm.newcompany.org" user-emacs-directory))
:prepend t
:clock-in t
:clock-resume t
:kill-buffer t
:empty-lines-after 1)
org-capture-templates)
(push `("sp" "New Person in CRM" entry
(file+headline org-crm-file "CRM to be Refiled")
(file ,(expand-file-name "capture-templates/crm.newperson.org" user-emacs-directory))
:prepend nil
:clock-in t
:clock-resume t
:empty-lines 1)
org-capture-templates)
(push `("sm" "Sales Related Meeting" entry
(file+headline org-sales-file "Sales to be Refiled")
(file ,(expand-file-name "capture-templates/sales.newmeeting.org" user-emacs-directory))
:prepend nil
:clock-in t
:clock-resume t
:empty-lines 1)
org-capture-templates))
;;; Ledger for personal finance management, plain-text accounting
(use-package ledger-mode
:ensure t)

65
unravel-emacs.org
View file

@ -6872,6 +6872,10 @@ I want this section to contain all the personal configuration that anyone using
(expand-file-name "brain/daily.org" org-directory))
(setq org-blogpost-file
(expand-file-name "brain/projects/blogposts.org" org-directory))
(setq org-crm-file
(expand-file-name "brain/projects/crm.org" org-directory))
(setq org-sales-file
(expand-file-name "brain/projects/sales.org" org-directory))
(setq org-company-file
(expand-file-name "brain/daily.org" org-directory))
(setq org-agenda-files
@ -7201,6 +7205,67 @@ I want this section to contain all the personal configuration that anyone using
org-capture-templates))
#+end_src
*** Sales and CRM settings for ~org-capture~
:PROPERTIES:
:CUSTOM_ID: h:B1F1472D-7D4A-4620-973C-08FAE263A9F1
:CREATED: [2024-12-24 Tue 12:40]
:END:
#+begin_src emacs-lisp :tangle "custom-lisp/vedang-personal.el"
;;;; Sales and CRM capture templates
(use-package org-capture
:ensure nil
:config
;;; Default definitions for variables used in capture templates
(when (not (boundp 'org-crm-file))
(defvar org-crm-file org-default-notes-file
"File in which CRM data is stored."))
(when (not (boundp 'org-sales-file))
(defvar org-sales-file org-default-notes-file
"File in which Sales Deal data is stored."))
;;; *CRITICAL NOTE* Read before modifying the push stack below:
;; Pushing to capture templates is a stack. What goes in first shows
;; up at the bottom of the capture templates list.
(push '("s" "Sales and CRM templates") org-capture-templates)
(push `("sl" "New Sales Lead" entry
(file+headline org-sales-file "Leads to be Refiled")
(file ,(expand-file-name "capture-templates/sales.newlead.org" user-emacs-directory))
:prepend t
:kill-buffer t
:empty-lines-after 1
:clock-in t
:clock-resume t)
org-capture-templates)
(push `("sc" "New Company in CRM" entry
(file org-crm-file)
(file ,(expand-file-name "capture-templates/crm.newcompany.org" user-emacs-directory))
:prepend t
:clock-in t
:clock-resume t
:kill-buffer t
:empty-lines-after 1)
org-capture-templates)
(push `("sp" "New Person in CRM" entry
(file+headline org-crm-file "CRM to be Refiled")
(file ,(expand-file-name "capture-templates/crm.newperson.org" user-emacs-directory))
:prepend nil
:clock-in t
:clock-resume t
:empty-lines 1)
org-capture-templates)
(push `("sm" "Sales Related Meeting" entry
(file+headline org-sales-file "Sales to be Refiled")
(file ,(expand-file-name "capture-templates/sales.newmeeting.org" user-emacs-directory))
:prepend nil
:clock-in t
:clock-resume t
:empty-lines 1)
org-capture-templates))
#+end_src
*** My personal settings for Ledger management
:PROPERTIES:
:CUSTOM_ID: h:D9F36A31-49C6-4481-9CE0-CF4A1616A4CF