Acquisition Engine User Manual

1. Introduction

The Acquisition Engine module is part of the Elinom ERP platform. Lead scoring, funnels, and nurture automation.

Open the module from the ERP shell sidebar (#acquisition) or directly at public/acquisition.html. Authenticated users with module access land on the main workspace; visitors may see a marketing landing page first.

• Acquisition Engine administrators — configuration, master data, and approvals.
• Day-to-day users — create and manage records in assigned sections.
• Managers — dashboards, reports, and team oversight.

2. Getting Started

First-time setup checklist

1. Log in with a user that has Acquisition Engine access.
2. Open Acquisition Engine from the ERP sidebar (#acquisition).
3. Complete module Settings and organisation defaults in Company Settings.
4. Review Search Engine and confirm data loads correctly.
5. Run a test workflow before inviting additional users.

3. Search Engine

Lead search and discovery workspace.

How to use Search Engine

1. Navigate to Acquisition Engine → Search Engine from the sidebar or #acquisition?section=search.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

4. Business Directory

Scored entity directory from past searches.

How to use Business Directory

1. Navigate to Acquisition Engine → Business Directory from the sidebar or #acquisition?section=directory.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

5. Run Acquisition Search

Geo and industry filtered prospect search.

How to use Run Acquisition Search

1. Navigate to Acquisition Engine → Run Acquisition Search from the sidebar or #acquisition?section=run-search.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

6. Lead Review

Review scored leads before CRM import.

How to use Lead Review

1. Navigate to Acquisition Engine → Lead Review from the sidebar or #acquisition?section=lead-review.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

7. Export Settings

CSV, Excel, and CRM export configuration.

How to use Export Settings

1. Navigate to Acquisition Engine → Export Settings from the sidebar or #acquisition?section=export-settings.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

8. Push to CRM

Import approved leads into Agentic CRM.

How to use Push to CRM

1. Navigate to Acquisition Engine → Push to CRM from the sidebar or #acquisition?section=push-crm.
2. Review filters, date ranges, or search fields at the top of the workspace.
3. Use toolbar actions (Add, Export, Refresh) to manage records.
4. Save or submit changes — updates sync across integrated Elinom modules where configured.

9. Integrations

Acquisition Engine integrates with other Elinom modules including Accounting, Analytics, Company Settings. Data events flow through the platform data bridge so related records stay in sync.

1. Ensure integrated modules are active on your subscription.
2. Configure shared master data in the source module first.
3. Review cross-module links from transaction detail screens where available.
4. Use Elinom Analytics for cross-module reporting when enabled.

10. Troubleshooting & FAQs

• Module locked or padlock overlay — activate the Acquisition Engine add-on or contact your billing administrator.
• Blank screen in a section — refresh the page; ensure you are authenticated and the iframe finished loading.
• 401 / 403 errors — session expired or insufficient role; log in again or contact admin.
• Data not syncing — verify the related module is enabled and check Company Settings.
• Missing menu item — your role may not include access; ask an administrator to review permissions.