How to use sales manager

Learn how to build effective sales pipleline

How to use sales manager
How to use sales manager
How to use sales manager
How to use sales manager
How to use sales manager
  1524 Students

Sales are strongly connected with clients. We understand that that's why the sales module is one of the most easy and powerful features in the client list system. With the use of the sales module, you're able to track information about offers you send to clients, prospects, lead, sales and all the things that are happening in between. It's simple you add there all the things you offer to clients and change the status when the client decides to buy the product or service. 

Available lessons

How to use it

"Learn basic"

Recurring invoices

"Send invoice every month"

Comments

"Discuss about sales"

Assign

"Tag sales people and Accountants"

Tasks

"Add details and tasks"

Sales Files

"Collect sales files"

Generate invoice

"Automated PDF generator"

Convert to asset

"Connect it with assets module"