Sales Pipeline Overview
A Sales Pipeline is a visual representation of your sales process. The stages in a sales pipeline show where your...
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Sales Management
Manage your sales with the configurable Sales Pipeline and efficient Quotes module.
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How to configure the Sales Pipeline
A sales pipeline keeps track of opportunities as they progress through different stages of the sales process. You can create... -
How to record a Sales Opportunity
Recording an Opportunity Go to the Opportunities module and click the icon on the right. NOTE: The default name for... -
How to record additional information in the Opportunities module
When you record an opportunity, you can store additional information in the three sections below. You can add data fields... -
How to record Stage Probability & Opportunity Probability
Sales forecasting is the process of estimating a company’s future sales revenue for a specific period. In Legrand CRM, you...
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