Sales Opportunity Process
Start capturing leads and progressing them through your opportunity pipelines with the help of these articles.
51 articles
Selecting which Default Address to Populate Delivery AddressChoose which default address stored within the CRM is used to populate delivery addresses on Quotes and Orders.
How to Re-order ProductsLearn two quick ways to place repeat sales orders through the CRM.
How to Enable Description-Only LinesThis article outlines how to enable Description-Only Lines for CRM Quotes.
How to set the Accounts Order Status for UnleashedThis article outlines how to choose the Unleashed order status on a Quote/Sales Order before you confirm an Order.
Creating an EnquiryUse Enquiries to quickly capture basic details about a lead.
Set Default Cin7 Core (DEAR Inventory) Sales Status and Sales Type for OrdersLearn how to set your default Cin7 Core (DEAR Inventory) Sales Status & Sales Type.
Creating Sales Goals in the CRMSetting Goals for your business can be an important factor in your success. Here's how to configure your Sales Goals.
Setting a Minimum Quote/Order MarginMake sure you're not losing money when discounting products by setting a minimum margin.
What is an ICP & Why is it Important?Refine your Ideal Customer Persona (ICP) to help understand who you should be targeting.
Enabling Goals in the CRM (Preview)Setting Goals for your business can be an important factor in your success. Here is how to enable CRM Goals.
Confirming your Prospect's First OrderHow to confirm your prospect's first order via the CRM straight into your integrated Inventory Management, Accounting or ERP system.
Enabling Unleashed Sales Order Group on Quotations & Sales OrdersHow to enable & set Unleashed's Sales Order Groups on Quotes & Sales Orders within the CRM.
Taking Card Payments Using StripeLearn how to use Stripe to take card payments for orders confirmed via the CRM.
Editing Displayed Columns for Quote LinesEasily change the columns that are displayed when viewing quote lines on a Quote or Sales Order.
Default Setting for Recalculating Pricing & DiscountsHow to turn on the Default Setting for Recalculating Pricing & Discounts when Copying Products from other Quotes.
Quote Line Search OptionsDisable or Enable Suggested Products or Recently Searched options for Quote Line Product Search.
Setting up Stripe IntegrationStripe allows you to take card payments for orders placed via the CRM.
Confirming a QuoteThis article outlines how to confirm a Quote within the CRM.
Confirming a Sales OrderThis article shows you how to confirm a Sales Order within the CRM.
Resequencing Upsell Manager ProductsThis article outlines how to resequence Upsell Manager products on a Quote.
Adding Quote Groupings to a Quote (Preview)This articles outlines how to add Quote Groupings to your Quote.
Reserving Stock when QuotingThis article outlines how to reserve stock when quoting within the CRM.
Reserving Stock for Pre-season EstimatesThis article outlines how to reserve stock for pre-season estimates when quoting within the CRM.
Copying Quote LinesThis article outlines how to copy existing Quote lines to a new Quote.
Adding Products to a Quote Using Quick SearchThis article outlines how to add products to a Quote using the Quick Search.
Adding Products to a Quote using Multi-line Order EntryThis article outlines how to add products to your Quote using Multi-line Order Entry
Using your Product RestrictionsThis article outlines how to use your configured Product Restrictions within the CRM.
3 Reasons why you should use Product RestrictionsThis article outlines particular scenarios when product restrictions within the CRM could help your business.
Adding Products to a Quote from Recent Purchase HistoryThis article outlines how to add products using the Recently Purchased search to your Quote.
Performing Bulk Actions on Quote LinesThis article outlines how to perform bulk actions when editing Quote lines on a Quote within the CRM.
Configuring Opportunity StatusesThis article outlines how to configure your Opportunity Statuses within the CRM.
Configure Opportunity AnalysisCategorise your Opportunities and improve reporting using Opportunity Analysis.
Configure Opportunity Size & MarginThis article will outline how to configure your Opportunity Size & Margin within the CRM.
Configure your Opportunity SourcesTrack where sales opportunities come from using Opportunity Sources.
Sales: IntroductionThis article introduces the sales topic and which levels of the CRM Hierarchy it will focus on.
Standard Sales Reports AvailableThis article outlines the standard Sales Reports available within the CRM.
Using your Quote Document TemplateThis article outlines how to use your Quote Document templates within the CRM.
Certain, Likely & Optimistic Figures ExplainedThis article helps to explain how Certain, Likely, & Optimistic figures are calculated within the CRM.
Using Opportunity PipelinesThis article outlines how to use the Opportunity Pipelines within the CRM for your Sales Opportunity Process.
At a Glance Information - Company LevelThis article outlines where you can find the At a Glance information at Company level within the CRM.
Creating a Quote Under a Company/ContactThis article outlines how to create a Quote under a Company or Contact.
Creating a New OpportunityThis article outlines how to create a new Opportunity under a Contact.
Creating a Quote under an Opportunity or ProblemThis article outlines how to add product lines and create a Quote under a Opportunity or Problem.
Changing a StatusThis article outlines how to set and change a status on an Opportunity or Problem.
Setting a Sales Ledger on a CompanyThis article will outline how to search for and associate a Sales Ledger with a Company.
Creating a Sales OrderThis article shows you how to create a Sales Order within the CRM.
Kanban View/LayoutThis article describes what Kanban Reports are and how they can be used to improve the efficiency of your sales process.
Opportunity Import ChecklistOverview checklist for importing Opportunities into the CRM.
Simple Quotes and Sub-Quotes ExplainedThis article will outline when to use simple Quotes vs. sub-Quotes and their differences.
Opportunity ImporterThis article outlines how you can bulk import Opportunities into the CRM.
Configuring Custom Enquiry Field MappingsThis article outlines how to configure your custom enquiry field mappings for when converting an Enquiry to a CRM Record.