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Register new leads and opportunities, process them and add records for the contacts, customer companies, and partner companies and contacts in  in the navigator category Sales.

Leads

Lead A lead is a potential customer who is interested in your product or service , who left his contactsand has left their contact information. Learn how to add leads and process them in this section.

Opportunities

Opportunities are created from the leads when the sales manager receives information that confirms the confirmation of interest in the a product or service from the a potential customer. Read about the opportunities creation, 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.