Sales
Sales workflow, customers and opportunities
Articles 3
Creating Sales Opportunities and Managing Customers
How to create a new sales opportunity, link it to the right customer, and segment customers across ENTERPRISE / BFSI / GOV / SMB.
Administrator · 336Sales Pipeline: from S1 Qualification to Won/Lost
A walkthrough of the seven sales pipeline stages, what to capture at each, and when to mark a deal Won or Lost.
Administrator · 265Milestones, Tasks and Updates on Sales Opportunities
Use Milestones to track payment per contract progress, assign concrete tasks to push the deal forward, and log conversation updates.
Administrator · 526