What the job is
A sales professional using ERPNext follows every lead from first contact to payment: opportunities, quotations, sales orders, deliveries and invoices, with the CRM keeping the pipeline honest and the reports showing what is selling.
A normal day
- Capture leads and follow them up as opportunities
- Send quotations with the right prices and discounts
- Convert accepted quotations to Sales Orders
- Coordinate deliveries and invoicing with stores and accounts
- Review the sales pipeline and targets
The courses that get you there
Skills employers ask for
- Leads, opportunities and the CRM
- Quotations and Sales Orders
- Price lists and pricing rules
- Customer credit limits
- Sales analytics
- Following payment to collection
Who hires
Distributors, wholesalers, service companies and B2B sellers that track their sales in ERPNext.
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