Sales Pipeline

The sales pipeline in ERPNext CRM is a structured process that manages and tracks every stage of the sales cycle. It starts with lead generation and moves through different stages the cycle to deal closure. Each stage in the pipeline is managed and monitored in the system using activity tracking, communication logs, appointment management, contract generation etc.

With the help of effective management of sales pipeline, organisations to streamline their sales processes, improve conversion rates, and enhance customer relationships.

• Lead

• Opportunity

• Appointment

• Appointment Booking Settings

• Contract