Sales

The CRM pipeline, clients, contacts and suppliers, and Revenue Follow Up.

1. Sales overviewSales holds your pipeline, clients, contacts, suppliers and Revenue Follow Up. Learn how the pages connect, who sees which numbers, and who can delete them.For sales teams and admins
2. Pipeline and dealsThe pipeline board tracks every deal from lead to close. Create deals, move stages, read weighted numbers, log activity, sync next steps and attach proposals.For sales teams and admins
3. ClientsClients are the companies you sell to. Add them, keep details and contacts current, see every deal they hold, and learn who can delete one.For sales teams and admins
4. ContactsContacts are the people at your clients and suppliers. Search the organization's list, add someone quickly, and edit or delete them on their company page.For sales teams and admins
5. SuppliersSuppliers are the companies you buy from. Record how to reach them and what they supply, attach them to deals, and store their credentials PDF.For sales teams and admins
6. Revenue Follow UpRevenue Follow Up tracks what you bill, what you spend and what reaches the bank each month, with a P&L, client margins and cash projections.For admins and finance teams
7. CRM settingsCRM settings let admins pick the reference and second currencies, set when deals go stale, weigh each stage, and edit the dropdown lists across Sales.For admins