Sales Management

A Sales Pipeline is a process that tracks sales opportunities as it progresses through different stages. Manage and track all...

Go to the Opportunities module and click ‘Define Stages’ in the top right corner.  Edit or delete default stages Click the edit...

Go to the Opportunities module and click the plus (+) icon in the top right corner.  Enter information about the...

Activity Notes help you keep track of every interaction you’ve had with customers and prospects. Activity Notes usually relate to...

Calendar events are activities you schedule with your contacts, such as meetings, product demos, client visits or webinars. You can...

Within an opportunity record, you can create tasks related to the opportunity. For example, you can create a follow-up task...

After you record opportunities you can either progress the record to the next sales stage or regress it to the...

Go to the Opportunities module and select an opportunity record. In the opportunity record, scroll down and click Show Detail…...

To close an opportunity, go to the selected opportunity record and click on ‘Close Off’ in the list of actions.   In the...

Use the menu to navigate to the module where you created the custom field. Select any record and scroll down...