WindoorERP Documentation 19.0

Track personal opportunities, priority ratings, and next scheduled follow-up actions

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Provides sales reps with a focused view of their assigned inquiries, enabling quick priority tagging (1 to 3 stars), scheduled phone calls, and quotation follow-ups.

Before you start

  • Assigned opportunities in WindoorERP CRM.

Steps

My personal activities and opportunities kanban overview

My activities list view with due dates

Personal activities summary pivot matrix

Important

Opportunities with overdue activities display red indicator clocks, signaling immediate follow-up required to prevent client churn.

  1. 01
    Open CRM › Sales › My Pipeline to see your personal workload.
  2. 02
    Use the Priority star icons on each card to highlight VIP clients or fast-track tenders.
  3. 03
    Click the activity clock icon on any card to view upcoming, today's, or overdue follow-up tasks.
  4. 04
    Update deal estimates as revised architectural drawings and opening schedules are submitted.

Common mistakes

  • Leaving opportunity cards without scheduling a definitive Next Activity date.
  • Ignoring priority ratings on high-margin curtain wall or structural glazing inquiries.

Continue learning

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