Customers and sales · 3 min
Track sales opportunities
The Pipeline page shows the stage of each request.
Screenshots and button names reflect the French interface supplied with this guide.
- 1
Read the stages
Open Pipeline. Columns group requests by progress from first contact to decision.
- 2
Open an opportunity
Select a record to find the customer, estimated value and linked information.
- 3
Take the next action
Contact the prospect, prepare an estimate or schedule a follow-up.
- 4
Keep progress current
Use the record’s actions to record progress or the customer’s decision. Check the linked estimate.