Contacts, pipeline and lead quotations

Manage sales relationships and follow leads into the available sales-order workflow.

Step by step

1. 1Open CRM → Contacts to create or review the people linked to your customer relationships.
2. 2Open Pipeline to review leads by stage and use the saved lead record to maintain value and follow-up details.
3. 3On an eligible saved lead, use New Quotation where available. The current action creates and opens a sales-order record.
4. 4Review the products, quantities, prices and terms on that record and complete its configured approval.
5. 5Review the generated sales record and its identifiers before entering another sales order manually.