Sales
Sales helps you track opportunities from first contact to final close.
Sales Modules
Section titled “Sales Modules”Explore the dedicated guides for each sales tool:
Partners Manage external collaborations and lead sources.
Calendar Keep track of appointments and deadlines.
Flow Chart Visualize your sales pipeline and logic.
Businesses Track company-level opportunities.
Contacts Manage individual stakeholders.
Dashboards Real-time analytics and performance.
What you can do here
Section titled “What you can do here”- Add new opportunities and expected values.
- Move deals through each stage.
- Record notes and next actions.
Where to start
Section titled “Where to start”- Open Sales from the left menu.
- Create a new opportunity with the key details.
- Update the stage as the deal progresses.
Next steps
Section titled “Next steps”Keep short notes after each interaction so the next follow-up is easy.