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

Tasks

So the sale is a process, and you need to have a plan of attack. To help you manage it we developed a details/task option that is attached to every sale. Simply click Add detail. You will see a new...

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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

223 user

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