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Sales

Pipeline, connects and deal to close.
This month ▾ Open full screen →
CRM connects - drag to rotate

Pipeline by Stage

By Value (AUD) ▾
Total Pipeline--

Needs Me

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Recent Activity

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Top Accounts

YTD by Lifetime ValueAll reps ▾
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Accounts

Click a customer to open its full record in the CRM0
AccountB2BOwnerTypeStageOpen Value
0 accountsOpens the customer overview (erp.html)

Pending trade account requests

Set the size and the rep, then activate - activation turns on trade pricing and emails the customer0
CompanyContactRequestedSizeSales repStatusAction
0 requestsActivated accounts open in the CRM
Accounts by Area
Accounts plotted by location. Filter by area to find who is nearby (handy for directing a retail buyer to a local dealer). Click a row or a point to see the account on the right; open the full record in the CRM from there.
The deal pipeline lives here; the quote and invoice documents behind each deal are in Orders. Open Orders →

Leads

Captured before a quote exists. Assign one and it lands on that person's dashboard.0
CustomerInterested inAssigned toDueStatusCreated by
0 active leadsConverted and lost leads stay available in Resolved
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