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CRM Pipeline

Where: Sales → CRM Pipeline.

Track every deal from first touch to closed-won. Drag cards between stages — or use each card's Move menu — and convert a hot lead into a draft quotation with one click.

📷 Screenshot spot — capture this screen and save it as static/img/screenshots/sales-crm-pipeline.png, then replace this whole box with the single line:
![CRM Pipeline & Leads](/img/screenshots/sales-crm-pipeline.png)

The board​

Eight columns: New Lead → Contacted → Qualified → Quotation Sent → Negotiation → Won, plus Lost and Dropped. Each column header shows its count and total value; each card shows the deal title, company, estimated value, source, a probability bar, and the owner.

KPIs across the top: Active Leads · Open Pipeline · Weighted Forecast (value × probability across open stages) · Won Value.

Creating a lead​

Click New Lead (or the dashed Add lead button at the bottom of any column):

  • Lead Title * — e.g. "LT Panel Supply — Reliance Infra" (the only required field).
  • Company, contact, estimated value (₹), source (Referral, Website, Cold Call, Exhibition, Tender, Social Media, Other) and notes.

Converting a lead to a quotation​

Click Convert to Quotation on any open card. In one step, ZAPTIZ:

  1. Resolves the customer — using the lead's linked customer, or creating a new customer from the lead's company/contact details.
  2. Creates a draft quotation linked back to the lead.
  3. Marks the lead Won.

You'll get a toast with an Open Quotations shortcut.

The draft has no line items yet

Conversion creates the shell — open it in Quotations and add line items before confirming. Also note conversion is one-shot: a lead can only ever be converted once.

Keeping the pipeline honest​

  • Leads that go quiet are picked up by the Follow-up Agent, which drafts escalating chase emails for your approval.
  • The Sales Dashboard shows a 5-column mini-pipeline of this same board.