Opportunities and pipeline
Move deals through the CRM pipeline, quotes, orders, projects, and targets.
After a lead, work the deal on the Opportunity board (pipeline), then quotes, orders, and projects.
Pipeline settings
- Go to CRM > Settings > Pipeline
- Define stages (for example Qualified, Proposal, Won)
- Optionally set a default pipeline on a channel connection
Tags are under CRM > Settings > Tags.
Opportunities
- Go to CRM > Opportunity
- Open or create an opportunity and move it across stages
- Link the company, contact, and value
Quotes, orders, projects, products, targets
| Screen | Where | Use it for |
|---|---|---|
| Quotations | CRM > Quotations | CRM quotes (sales quotations are also under Sales > Quotation) |
| Orders | CRM > Orders | CRM orders |
| Projects | CRM > Projects | Project board (To do, In progress, On hold, Completed, Cancelled) |
| Products | CRM > Products | Products used in CRM deals |
| Targets | CRM > Targets | Sales targets |