Sales Module Overview
The Sales module is where you manage your sales pipeline, from initial prospect to closed deal. It brings together leads, opportunities, and quotes in one place, giving your sales team the tools to track and manage the full sales lifecycle. Access the Sales module by clicking Sales in the sidebar.
Leads
Leads are CRM records used to track prospective customers before they become billable accounts. Only a name is required to create a lead, making it easy to capture prospects even when full billing information is not yet available. Leads can have opportunities and quotes created against them, and can be converted to a customer record when the deal is ready to close.
Opportunities
Opportunities allow your sales team to track potential deals from initial interest through to close, including the expected value, type, stage, and status of each deal.
Quotes
Quotes are records used to propose products and services to customers. Each quote can have one or more proposals attached, which are the documents sent to customers for review and signature.