Follow accounts, leads, and opportunities in one place: from first contact, through qualification, to a won or lost deal. The process is discover → engage → pipeline the opportunity → hand off to delivery or support.
End-to-end workflow
Capture the lead or account
Log the company and contact, source, and interest. Deduplicate against existing accounts when possible. Assign an owner and next step date.
Qualify and build the opportunity
Move the lead to an opportunity with amount, close date, and stage. Log calls and emails in the activity or comments so the full story is in one place.
Close the deal and hand over
Set won (or lost with a reason) and use your process to create a sales order, project, or hand-off package for the customer team.
Common use cases
Inbound web lead
Triage the same day, set stage and next action, and disqualify early if the fit is wrong—keeps the pipeline clean.
Long B2B cycle
Refresh close dates each quarter, track competitors in notes, and use stages that match your sales methodology.
Existing customer upsell
Open an opportunity on the same account, link the right products, and after win, connect to the delivery team without opening a new shell account.
Practical tips
Stage and close date are your forecast—keep them current weekly.
One owner on the record reduces confusion; use teams only for visibility, not to dilute who drives the deal.
Record loss reasons: they are gold for product and marketing next quarter.
Screens and confirmations
List and full-screen view
Open a lead or opportunity in a read overlay, then edit in a form. You can process several in a row without changing routes when you close the overlay.
Create and required fields
The module enforces what your tenant needs before save. Fix validation errors at the top of the form.
Delete and sensitive changes
The shared confirm pattern appears when data might be hard to recover.