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Knowledge hub · Walkthroughs3 steps

Sales walkthrough

Pipeline, quote and client.

  1. Step 1 of 3

    Work the pipeline

    Drag deals between stages; each column totals its deals and value.

    Try it

    Move a deal one stage on.

  2. Step 2 of 3

    Quote on the deal

    Build the quote on the deal; once accepted, it becomes the invoice.

    Try it

    Add a quote to a deal.

  3. Step 3 of 3

    Open the client's profile

    Deals, jobs, invoices, tickets and contacts on one profile.

    Try it

    Open a client from Customers.

    Next: Operations walkthrough

Try it in your own workspace.

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