Workflow
The Sales app helps you manage the different stages of your Sales processes.
Deals enable you to monitor your various Client opportunities, potentially leading up to securing a Sale.
At any point of the Sales process, you can send a Quote to a Client, then track whether it is Confirmed then Invoiced.
You can issue and send an Invoice to request for payment of a Product sold to a Client, and track whether it has been Paid or becomes Overdue.
For Field Service Businesses, the Sales app integrates with the Jobs app to manage the workflow from a confirmed Quote, to the Job created to
schedule and perform the quoted work, then on to the Invoice issued to the Client to request for payment when the Job has been completed.
