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How to use Sales management module?
How to use Sales management module?

A revolution for managers and their sales people who can now rely on tools to make sales forecasts.

Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

The sales pipeline, also known as the "Weighted sales pipeline" or "Sales opportunity funnel" is a tool that allows you to visualize the different stages of your customer's sales cycle: from the very first prospect contact to the signing of the contract.

Demo video: To be updated

How to activate it?

  • From Settings ⚙️ > General settings > Labo

  • Then scroll down to the "Management modules" section

  • Select "Yes" in "Activate customer management"

  • Save the changes.

What's next?

  • Go to "Client management" tab on the navigation menu

  • Select "Offers"

And that's it! You can now access your CRM or "Sales Pipeline" module.

Search terms to access this page:

  • CRM

  • Offer management

  • Business follow-up

  • Customer Relationship Management - CRM

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