How to use sales manager

Learn how to use our sales manager. How to build sales pipelines, control follow-ups and deadlines. Improve your sales team

Assign

When you want to improve your sales process you can click a menu button next to a sales record. When you open a sale record you will see the extra options tha...

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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"

Sales Manager

Organize your sales processes for better efficiency. Build a sales funnel, share it with your sellers. Automate reminders

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How to increase sales with a sales manager

Sales are the lifeblood of any business, so it's essential to have a good sales manager. A sales manager is someone who is responsible for leading and managing a team of salespeople. They are responsi