Register new leads and opportunities, process them and add records for the customer companies, partner companies and contacts in the navigator category Sales.
Lead is a potential customer interested in your product or service, who left his contacts. Learn how to add leads and process them in this section.
Opportunities are created from the leads when the sales manager receives information that confirms interest in the product or service from the potential customer. Read about the opportunities creation, stages and work flow.
You can add records for the potential customers' companies to connect them with the leads, opportunities, marketing lists and contacts of these companies' representatives.
You can add records for the potential customers' contacts to connect them with the leads, opportunities, marketing lists and companies.
You can add records for the partner companies to connect them with the leads, opportunities, marketing lists and contacts of these companies' representatives.