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

Leads

Lead A lead is a potential client who showed his interest customer who is interested in your product or service and has left his contactstheir contact information. 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 the confirmation of interest in a product or service from a potential customer. Read about the opportunities creation, their its stages and work flowworkflow.

Customer Companies

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

Customer Contacts

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

Partners

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