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Chapter 7

Sales pipeline (CRM)

The “Customers (CRM)” screen shows sales opportunities as cards across the selling stages: lead, contact, quotation, negotiation, won, lost. Each opportunity has a customer, an expected value and a close probability, and moves between stages in one click.

FADx ERP 1.88.31
Sales pipeline — opportunities across the stages with their values and close rates
Sales pipeline — opportunities across the stages with their values and close rates

Common workflows

  1. 1

    Add an opportunity

    Press “Opportunity”, write the title, and pick the customer, expected value, close rate and stage.

  2. 2

    Move the opportunity

    From the list at the bottom of the card pick the next stage — or “won” / “lost”.

  3. 3

    Record a loss with its reason

    When moving to “lost”, the software asks for the reason so it appears later in the reasons report.

  4. 4

    Edit the stages

    The “Stages” button opens an editor for renaming, reordering and colour — one won stage and one lost stage.

FADx ERP 1.88.31
Adding an opportunity: title, customer, stage and expected value
Adding an opportunity: title, customer, stage and expected value

Messages you may see — and what to do

  • The opportunity title cannot be empty

    Write a clear title for the opportunity before saving.

  • A loss needs a reason

    Write the loss reason when closing it as lost.

  • The screen does not appear at all

    The user lacks the crm.view permission — grant it from “Admin → Users and permissions”.

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