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Version: 1.3.1

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.