ERPNext CRM uses a sales pipeline to track potential business from the first enquiry through qualification and conversion. Keeping each record current gives sales teams a shared view of active work, expected revenue, ownership, and next actions.
Typical pipeline
- Capture an enquiry as a Lead .
- Qualify genuine demand and create an Opportunity .
- Record follow-ups, communications, and Appointments .
- Prepare a Quotation when the requirement and pricing are clear.
- Create or select the Customer , then continue with a Sales Order when the proposal is accepted.
Not every enquiry must pass through every record. An Opportunity can also be created for an existing Customer.
Keep the pipeline accurate
- Assign one owner to every active Lead and Opportunity.
- Record the next action and follow-up date after each meaningful interaction.
- Use Sales Stage, probability, expected closing date, and opportunity value consistently.
- Close stale records and capture a meaningful loss reason.
- Review the pipeline regularly instead of relying on outdated forecasts.
