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Sales Management
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Features
Getting Started
Getting Started
Overview
Key notions
Workflow
Dashboards
Initial Setup
Import Client data
Import existing Deals
Import a Catalog
Currency and Sales tax
Deals & Sales Tracking
Basics Steps
Create a new Deal
Modify the Amount or Closing Date
Add Notes after a meeting or phone call
Add Tasks, Events or Files
Sales Pipeline & Workflow
Customize the Sales Pipeline
Move the Deal to the next Stage
Send a Quote to the Client
Close your Deal
Activity Monitoring and Tools
Sales Forecasting
Tracking Inactive Deals
Staff Activity Score
Closed Deals Reports
Commission Handling
Send Quotes to Clients
Basic Steps
Create a new Quote
Specify Customer and Dates
Add Products
Quote Description
Send Quote by Email to Client
Workflow
Confirm or Reject a Quote
Create Job for Confirmed Quote
Create Invoice for Confirmed Quote
Overdue Quotes
Archive Quotes
Dashboard Reports
Advanced
Quote Number
PDF Customization
Payment Terms
Client Signature
Duplicate a Quote
Add a Note, Linked Item or File
Use Product Custom Fields
Use Wholesale Price
Invoice Customers
Basic Steps
Create a new Invoice
Specify Customer and Dates
Add Products
Invoice Description
Send Invoice by Email to Client
Workflow
Payment of Invoice
Partially Paid Invoice
Invoice created from Quote
Overdue Invoices
Invoices Not sent
Dashboard Reports
Advanced
Invoice Number
PDF Customisation
Payment Terms
Sales Tax Included
Duplicate an Invoice
Add a Note, Linked Item or File
Use Wholesale Price
Product Catalog
Basics
Add a Product to the Catalog
Scan Barcode
Catalog Product vs Product added to a Quote/Invoice/P.O.
Stock Management
Enable Stock Management
Add to or Remove from Stock
Products removed on Quote Confirmed
Products added on P.O. Received
Low Stock Warning
Advanced
Dashboard Reports
Product Categories
Configure Units and Accounts
Products and Services
Product Fields Reference
Purchase Orders, Packing Slips, Contracts
Purchase Orders (P.O.)
Create a new Purchase Order
Add Products
Purchase Order Description
Send P.O. by Email to Supplier
P.O. Goods Received
Create P.O. from an Invoice when you are a Reseller of goods
Duplicate Purchase Order
Archive Purchase Order
Payment Terms
Packing Slips
Packing Slip for Shipment
Create Packing Slip from Invoice
Multiple and Partial Shipments
Contracts
Create a New Contract
Create an Invoice from a Contract
Options menu (web)
Admins and Managers only
General
Display
Deals
Quotes
Invoices
Purchase Orders
Catalog
Export PDF
Commission
Custom Fields
Accounts
Currencies