Guides

How to use: View your pipeline by opening the Sales Pipeline module—leads and opportunities are displayed in columns representing each stage of your sales process. Add a new lead by clicking "Add Lead" or "New Opportunity" and entering the prospect's name, company, contact information, and estimated deal value. Drag and drop opportunities between pipeline stages as they progress—from "Lead" to "Qualified" to "Proposal Sent" to "Negotiation" to "Closed Won" or "Closed Lost." Click on any opportunity card to open detailed information and see full history. Log all interactions with the prospect by adding notes after each call, email, or meeting—include date, summary, and next steps. Set expected close date so you and your manager can forecast revenue accurately. Update deal value if the scope or price changes during negotiations. Assign probability percentages to opportunities based on likelihood of closing—this helps with realistic forecasting. Schedule follow-up tasks directly from the opportunity by clicking "Add Task" and setting reminders. Attach proposals, contracts, and other documents to the opportunity record for easy reference. Filter the pipeline to see only your deals, deals above a certain value, or deals closing this month. Use the pipeline report view to see total value at each stage and projected revenue. Move lost deals to "Closed Lost" and add a reason (price, timing, chose competitor) to help analyze why deals don't close. Celebrate wins by marking deals "Closed Won"—these opportunities move to completed deals and count toward your targets. Review aging opportunities that haven't moved stages in a while and take action to advance or disqualify them. Set reminders for important dates like proposal deadlines or contract expiration dates.