In the navigator category Sales, you can register new leads and opportunities, process them and save informatino about customer companies, contacts and partners.
Leads
Lead is a potential client who showed his interest in your product or service and left his contacts. Learn how to add leads and work with them in this section.
Opportunities
Opportunities are created from leads after receiving required information from the lead. 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 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 leads, opportunities, marketing lists and companies.
Partners
You can add records for the partner companies to connect them with leads, opportunities, marketing lists and contacts of these companies' representatives.
