WELLNESS & THERAPY ERP · MICROERP GUIDECRM & Sales.
CRM & Sales.
Help & documentation.
Track leads, opportunities, follow-ups and the sales pipeline.
Open CRM & Sales in four steps.
- Sign in to Wellness & Therapy ERP. Use wellness-therapy.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose CRM & Sales. Pick it from your Wellness & Therapy ERP workspace, or go straight to wellness-therapy.easymanagex.com/crm/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
- 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.
Every screen, by sidebar section.
29 screens in 6 sections. Each link opens the screen in your Wellness & Therapy ERP workspace; you see only what your role allows.
Home
Pipeline
Accounts
Activities
Why it suits Wellness & Therapy.
CRM & Sales is suggested in the Wellness & Therapy ERP workspace because it covers these everyday workflows:
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.