Module guide
Leads & Opportunities
Maintain the prospect identity and contact details, record the requirement, and progress qualified opportunities into quotations. Record an outcome and next action so the commercial pipeline is useful to the next person reviewing it.
How this module fits your work
Maintain the prospect identity and contact details, record the requirement, and progress qualified opportunities into quotations. Record an outcome and next action so the commercial pipeline is useful to the next person reviewing it.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Leads, pipeline & appointments
- AppointmentRecord page · Leads, pipeline & appointments
- LeadRecord page · Leads, pipeline & appointments
- OpportunityRecord page · Leads, pipeline & appointments
- Opportunity Lost ReasonRecord page · Leads, pipeline & appointments
- ProspectRecord page · Leads, pipeline & appointments
- Sales StageRecord page · Leads, pipeline & appointments
Setup & Templates
- Appointment Booking SettingsSettings page · Setup & Templates
- Opportunity TypeRecord page · Setup & Templates
Reports
- Campaign EfficiencyReport · Reports
- First Response Time for OpportunityReport · Reports
- Lead DetailsReport · Reports
- Lead Owner EfficiencyReport · Reports
- Lost OpportunityReport · Reports
- Opportunity Summary by Sales StageReport · Reports
- Prospects Engaged But Not ConvertedReport · Reports
- Sales Pipeline AnalyticsReport · Reports
- Territory-wise SalesReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.