Sales Pipeline

How to open it

From the main screen press 4→D — that is the General menu, then D. Or press Alt+G from anywhere and start typing “Sales Pipeline”.

What this screen is for

Deals in progress, what they are worth, and where each has reached.

At a glance

Menu	General (4)
Key	4→D
Grouped under	Payment Reminder
In your plan	Payroll add-on
Other names for it	pipeline, deal, opportunity, enquiry, lead, crm, prospect

Getting around this screen

Every screen in Vertex ERP answers to the same keys, so what you learn on one works on all of them.

Key	What it does
A	Add a new record
M	Modify the one you are standing on
D	Delete it — it asks first
L	List everything
Esc	Go back to where you came from

The full list is inside the software on 9→D Keyboard Shortcuts, and it is built from the software itself — so it can never offer you a key that does not work.

This page is written by the software, not by hand

Its name, its menu letter and the line describing it are read out of Vertex ERP itself every time a version is released. That is why it cannot name a screen that is not there, or give a key that does not work — and why it says nothing about how to do a job. That is what the guides are for.