Modules

Selling and CRM

Leads, quotations and sales orders.

What it does

Leads and opportunities, quotations, sales orders, customers and price lists.

Getting started

1. Add your customers and price lists.
2. Record leads as enquiries come in.

Everyday work

• Turn a lead into a quotation, then a sales order, then a delivery and an invoice.
• Use pricing rules and coupons for offers.

Good to know

• Alert rules can post to your chat channel whenever a sales order is created or changes.