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WAREHOUSING ERP · MICROERP GUIDE

CRM & Sales.
Help & documentation.

Track leads, opportunities, follow-ups and the sales pipeline.

Sales & customerLeadsPipelineFollow-ups29 screens
Open CRM & Sales All Warehousing ERP guides
01 · GETTING STARTED

Open CRM & Sales in four steps.

  1. Sign in to Warehousing ERP. Use warehousing.easymanagex.com/login with the account your organisation’s administrator created for you.
  2. Choose CRM & Sales. Pick it from your Warehousing ERP workspace, or go straight to warehousing.easymanagex.com/crm/dashboard. The same sign-in opens every MicroERP you have access to.
  3. Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
  4. Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
02 · SCREENS

Every screen, by sidebar section.

29 screens in 6 sections. Each link opens the screen in your Warehousing ERP workspace; you see only what your role allows.

Home

Pipeline

Accounts

Activities

Settings

Insights

03 · ROLES & ACCESS

What you can see depends on your role.

CRM & Sales checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to CRM & Sales. Your data stays inside your own organisation.

04 · GET HELP

Still stuck?

Contact supportTell us the MicroERP, the screen and what you expected.API referenceSigned-in API documentation for CRM & Sales.Other Warehousing ERP guidesEvery MicroERP in your workspace.Manuals & rolloutAccounts, organisations and handover guides.