Share the pipeline
See active opportunities by stage, salesperson, expected value, and next activity.
Build a healthier sales pipeline
CRM
Keep opportunities, next actions, and customer conversations visible before a prospect becomes an order.
Why it helps
Help every prospect move forward.
A shared pipeline gives the team one view of new business. Add opportunities, move them through your own stages, plan calls and follow-ups, and keep notes on the record. When a prospect is ready, Sales can turn that context into a quotation instead of beginning from an empty document.
Plan the next action
Schedule calls, emails, meetings, and reminders on the opportunity.
Move into Sales
Prepare quotations from qualified opportunities when Sales is installed.
A simple flow
From first step to finished work.
The steps can vary based on the tools your team uses and each person's role.
- 01Add the opportunity
- 02Plan follow-up
- 03Agree the offer
- 04Create the quotation
Included capabilities
Useful tools for the day-to-day.
What you see can vary with the apps in use and your setup.
- Opportunity stages
- Expected revenue
- Salesperson ownership
- Activities and reminders
- Customer notes
- Quotation handoff
Common questions
Good to know before you begin.
Can we choose our own stages?
Yes. Teams can configure stages that match the way they qualify and close opportunities.
Does CRM send every message automatically?
No. Activities help people plan work; automation depends on your installed modules and configuration.
Can an opportunity become a quotation?
Yes, when Sales is installed and the user has the right access.
See what comes next