Sales Overview
The Sales module tracks deal values and manages the commercial side of your lead pipeline โ from defining products, to creating quotes, to issuing invoices.
Module Overviewโ
| Feature | Description |
|---|---|
| Products | A catalog of services/items with prices โ used as line items in quotes and invoices |
| Quotes | Price proposals sent to leads listing selected products and totals |
| Invoices | Billing documents generated from quotes or created manually |
Navigationโ
Go to Sales in the sidebar to access:
- Products โ manage your product catalog
- Quotes โ create and manage price proposals
- Invoices โ track and issue billing documents
How It Flowsโ
- Add your Products to the catalog (one-time setup).
- When a lead is interested, create a Quote โ select the lead, add products, set quantities and discounts.
- Send the quote to the lead (via email or share the PDF link).
- When the lead accepts, convert the quote to an Invoice.
- Mark the invoice as paid when payment is received.
Deal Value on Leadsโ
Every lead has a Deal Value field that you can set manually (or it is populated automatically when a quote is linked to the lead). This value appears in pipeline reports and the lead detail view.