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Attribution

Sales Pipeline

EnigmaERP 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#

  1. Capture an enquiry as a Lead.
  2. Qualify genuine demand and create an Opportunity.
  3. Record follow-ups, communications, and Appointments.
  4. Prepare a Quotation when the requirement and pricing are clear.
  5. 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  • Review the pipeline regularly instead of relying on outdated forecasts.
Adapted for EnigmaERP from the ERPNext documentation, © Frappe Technologies Pvt. Ltd. Content licensed under CC-BY-SA 3.0. EnigmaERP is a product of Enigma and is not affiliated with or endorsed by Frappe Technologies Pvt. Ltd.