Must Do's

1. Identify your Sales Model

This article outlines how to the CRM can help support sales model.

2. Set Up your Opportunity Pipelines

Here's how to set up your Opportunity Pipelines so your customer-facing teams can manage each sale, step by step!

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3. Set Up your Opportunity Types

This article outlines how to set up your Opportunity Types within the CRM.

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4. Set Up your Quote Pipelines

Helping you to set up your Quote Pipelines to ensure quotation processes are followed company-wide.

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Set Up your Delivery Charges

How to set up manual or automatic delivery charges.

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Add Upsell Options

Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!

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Configure Opportunity Size & Margin

This article outlines how to configure your Opportunity Size within the CRM.

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Configure your Opportunity Sources

This article outlines how to configure your Opportunity Sources within the CRM.

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Configure Opportunity Analysis

This article outlines how to configure your Opportunity Analysis within the CRM.

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