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ERPX Documentation — Your complete guide to the ERPX platform
ModulesCRMSales Pipeline

Sales Pipeline

Go to: CRM → Sales Pipeline

The sales pipeline provides a Kanban-style view of all opportunities grouped by sales stage. It gives your team a clear, visual overview of deals in progress.

Pipeline Features

  • Drag and drop — Move opportunities between stages
  • Deal value display — See the revenue value of each stage at a glance
  • Filter by owner — Focus on a specific sales rep’s pipeline
  • Filter by territory — View deals for a specific region

Sales Funnel

Go to: CRM → Reports → Sales Funnel

The sales funnel report shows how many leads and opportunities are at each stage, and the conversion rate between stages.

Stage            Count    Value
────────────────────────────────
Qualification     45     $180,000
Proposal          28     $140,000
Negotiation       15     $112,000
Commitment         8      $88,000
Won                5      $72,000

Prospects

Go to: CRM → Prospects

Prospects are companies or individuals that are being researched as potential future customers — before a formal lead is created.

Territories

Go to: CRM → Territories

Define sales territories to assign leads, opportunities, and customers to specific geographic regions or business units.

OpportunitiesCampaigns & Email