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Version: 1.2.2

Sales

Register new leads and opportunities, process them and add records for the contacts, customer and partner companies in the navigator category Sales.

Leads​

A lead is a potential customer who is interested in your product or service and has left their contact information. Learn how to add leads and process them in this section.

Opportunities​

Opportunities are created from the leads when the sales manager receives the confirmation of interest in a product or service from a potential customer. Read about the opportunities creation, their stages and workflow.

Customer Companies​

Learn how to create potential customers' companies and to connect them with the leads, opportunities, marketing lists and contacts of these companies.

Customer Contacts​

Discover how to create potential customers' contacts and to connect them with the leads, opportunities, marketing lists and companies.

Partners​

Learn how to create partner companies and to connect them with the leads, opportunities, marketing lists and contacts of these companies.