Sales
Use our CRM to track services offered to clients and explore ways to grow relationships by offering new services.
6 articles
- Sales ManagementTrack prospective clients through the Sales pipeline: create leads, move them through stages and statuses, filter and search the board, and convert a lead into an active client.
- Understand and Navigate the Sales tabLearn how to find, sort, and filter prospective clients in the Sales tab.
- Configure Services and Sales StatusesLearn how to set up your Sales pipeline, manage Workspace Services, customize statuses, and add referral sources.
- Create a Sales LeadLearn how to create a lead, assign managers, add referral and contact information, and get started with services.
- Update and Troubleshoot Sales LeadsLearn how to update a lead’s service stage or status, mark or restore lost leads, and troubleshoot common Sales issues.
- Complete an Intake and Convert a Lead to a ClientLearn how to complete a lead’s intake, use the Assistant, export a PDF, and convert the lead to a client.