18 docs tagged with "sales"

See a customer's health, pending payments, open deals, last activity and contacts on one Overview tab, and filter your list by Prospects vs Customers lifecycle.

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An enquiry is a real buying opportunity you plan to quote and win. See how it sits between a lead and a quotation, its stages and the sales pipeline board.

Attach follow-ups to any document, see everything assigned to you in the My Follow-ups inbox, and act on overdue reminders before deals slip away silently.

A step-by-step guide to adding a sales lead in Bizconnekt, filling in the right details, logging your first call or meeting, and fixing common issues.

A step-by-step guide to raising a new enquiry in Bizconnekt sales: add the requirement, priority and contact, and let the reference number generate itself.

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Learn how Leads in Bizconnekt capture potential customers, move them through clear stages, log every call, and convert them into enquiries and customers.

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Track every lead and enquiry on a drag-and-drop pipeline board, switch to grid view, filter with one-tap presets, and review your team's leaderboard, activity and conversion.

Learn how to view and filter your leads, open a lead, move it through the stages, review the activity log, and convert it into an enquiry and a customer.

Open, search and filter your enquiries, move them through stages, log calls and meetings, link a customer, raise a quotation, and mark each deal won or lost.