Page History

In the navigator category Sales, you can register Register new leads and opportunities, process them and save informatino about add records for the customer companies, contacts and partnerspartner companies and contacts in the navigator category Sales.

Leads

Lead is a potential client who showed his interest customer interested in your product or service and , who left his contacts. Learn how to add leads and work with process them in this section.

Opportunities

Opportunities are created from leads after receiving required information from the leadthe leads when the sales manager receives information that confirms interest in the product or service from the potential customer. Read about the opportunities creation, their stages and work flow.

Customer Companies

You can add records for the potential customers' companies to connect them with the leads, opportunities, marketing lists and contacts of these companies' representatives.

Customer Contacts

You can add records for the potential customers' contacts to connect them with the leads, opportunities, marketing lists and companies.

Partners

You can add records for the partner companies to connect them with the leads, opportunities, marketing lists and contacts of these companies' representatives.