Track a deal from lead to sale
Log an opportunity, quote it, and turn the accepted quote into a sales order.
Open ClockWorkSteps
- Click Quick create, then New opportunity. Fill in the Opportunity name, Account, Stage, Amount, Probability % and Expected close. Click Save.
- Open Sales & CRM and click the Pipeline tab to see it among your deals.
- Click the opportunity, then Create quote. Add the items and save.
- When the customer agrees, open the quote and click Accept, make sales order.
- From the sales order, click Convert to next step to raise the invoice.
Good to know
- Use Activity at the top of Sales & CRM to log calls and emails against the account.
Still stuck?
Tell us which step stopped you and what you saw on screen. We answer from Support.