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