Sales
Sales overview
Find the Sales Dashboard and the lead, opportunity, activity, customer, and quotation workspaces.
What this does
Sales brings leads, opportunities, activities, customers, and quotations together. Start at the Sales Dashboard, or open a workspace directly.
Steps
- Open Sales Dashboard to review the current sales summary and attention items.
- Choose Leads to capture prospects, Opportunities to track deals, or Activities to record follow-ups.
- Use Customers for Sales Customer records and Quotations for customer-facing quotes.
Result
The Sales workspaces link the commercial record to its activity and customer context. Continue with Create and manage leads.
Related/Next guide: Sales Dashboard metrics.
Related articles
- Sales Dashboard metricsRead the Sales Dashboard counts, opportunity pipeline, quotation totals, outcomes, and attention items.
- Create and manage leadsAdd, find, view, and edit leads, and use lead filters and quick actions.
- Create and manage opportunitiesCreate and track opportunities in the Sales pipeline or list, and record won or lost outcomes.