Sales summary

Sales summary

You\'re adding all the sales to clients on your list. To help you create a sales funnel from those data we developed the summary functionality which you can fin...

This is just a little of the lesson. Take the course to see the rest

Available lessons

Take the full CRM course

"start from the beginning"

Brief overview

"sales are strongly connected with clients"

Comments and discussion

"have a discussion about the offer"

Assignment

" improve your sales process"

Details/Tasks

"details/task option that is attached to every sale"

Files

" add specific files to a sale"

Generate an invoice

"generate invoice attached to this sales record"

Convert to asset

"add to assets to save information that the client owns the service or product"

Recurring product

"offer recurring product to your clients"

Sales summary

"create a sales funnel "

Sales funnel

Streamline your sales process with an organized sales funnel. Share it with your team and automate reminders for better efficiency.

Sales funnel
Sales funnel
Sales funnel
Sales funnel
Sales funnel
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