DesksSales
The Sales desk follows an enquiry from the moment it arrives until the deal is won or lost. Leads sit in one inbox, deals move through the stages you set, and the quote the customer accepts is the deal’s value.
Home reads the pipeline and lists the leads and deals whose next step is due, so the day starts with the follow-ups.
Leads
Add a lead by hand, from a CSV file or from a form or website widget with the Lead target. Each lead records how it came in and carries one next step. Home lists the ones that need you under Follow up.
Work leadsQualify
The qualify sheet matches the lead to an existing customer or creates one, then opens the deal. The duplicate check names customers with the same email or a similar name, so nothing is typed twice.
Qualify a leadDeals
Set up the stages, each with a probability and an idle limit. Won and Lost are outcomes with a reason, not stages, so a lost deal keeps why it was lost.
Work the pipelineQuotes
A linked quote is the deal’s value, before tax and in its own currency. Until then the owner’s estimate shows as an estimate. Accepting the quote marks the deal won once, and a won deal offers to open a project with the quote as its agreed scope.
Prepare the quote that wins the dealHome
Every open lead and deal carries one next step. Home lists the ones that are due under Follow up, beside the pipeline figures and the new leads.
Keep one next step on each dealSales overview
The overview gives the open and weighted pipeline per currency, what was won in the period, the win rate and the days to Won, with the funnel by stage and splits by source and assignee. The CSV export and the agent tool carry the same figures.
Read the sales overviewOrders
Create a staff order for goods, downloads or services. Review the exact prices, destination tax and shipping before placement. Placing the order reserves stock and issues one linked invoice.
Follow orders and returnsOn a phone
The pipeline shows one lane at a time on a phone, with the stage lanes on a horizontal track. Every desk keeps its own Home and menu on the small screen.
Work deals on the moveThe limits stay visible
Every desk works on the same customers, documents and files. Switch desks in the top bar and the records stay where they are.
Owners and admins have every desk. They give each role or person the desks they need and can rename this desk or arrange its pages. Below Admin, a desk also limits what a person can open, even through a saved link or an AI client.
Give a role or person their desksNext
The read-only demo opens as an Owner with every desk. Choose Sales in the top bar and read its Home with example records.
