ERPNext CRM & Sales
What is Opportunity?
- Opportunity
- An Opportunity in ERPNext is a qualified sales prospect with a defined product interest, value estimate, and probability, forming the core of the sales pipeline.
Working with Opportunities
Navigate to CRM → Opportunity → New. Link it to a Lead or Customer, set the Opportunity Type, estimated value, probability, and expected close date. Add items the customer is interested in. ERPNext uses this data for sales forecasting and pipeline reports.
Opportunity to Quotation
From a submitted Opportunity, click "Create Quotation". ERPNext pre-fills customer and item details. Track the opportunity status through Open → Quotation → Won/Lost. If lost, select a Lost Reason for conversion rate analysis.
Need help with Opportunity?
Infonoxe Technologies specialises in ERPNext implementation and custom software for Indian businesses.
Related Terms
Lead
A Lead in ERPNext is an unqualified sales prospect — a person or company that ha…
Quotation
A Quotation in ERPNext is a formal price offer sent to a Lead or Customer, listi…
Lost Reason
Lost Reason in ERPNext captures why a Quotation or Opportunity was not won, enab…
CRM Pipeline
The CRM Pipeline in ERPNext is a visual Kanban or funnel view of all Opportuniti…
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