Skip to Content

Follow your opportunities and sell, from quotation to invoice.

Sales Management

CRM: leads and pipeline

The CRM app follows every sales opportunity, from the first contact to the signed deal.

The pipeline

Open CRM. Opportunities are shown as cards in columns (stages) such as New, Qualified, Proposition and Won. Drag a card to the next column as the deal moves forward. To add or rename a stage, click + Stage or the gear on a column.

Create an opportunity

  1. Click New.
  2. Enter the opportunity name, the customer, the expected revenue and the probability.
  3. Click Add to put the card in the first stage, or Edit to open the full form.

Leads (optional)

If you want to qualify contacts before treating them as real opportunities, enable CRM ‣ Settings ‣ Leads. A Leads menu appears. When a lead is qualified, open it and click Convert to Opportunity.

Win or lose a deal

  • Click Won when the customer accepts.
  • Click Lost and choose a reason when the deal fails. Lost opportunities are archived but can be restored.

Send a quotation from the opportunity

On the opportunity, click New Quotation. The quotation is linked to the opportunity, and its amount is shown in the Quotations smart button.

Sales: from quotation to invoice

The Sales app handles the full sales cycle: quotation, sales order, delivery and invoice.

Create and send a quotation

  1. Open Sales and click New.
  2. Select the Customer. Their address, price list and payment terms are filled in automatically.
  3. In Order Lines, click Add a product, choose the product and enter the quantity.
  4. Click Send by Email to send the quotation as a PDF, or Preview to see what the customer will see on the portal.

Confirm the order

When the customer agrees, click Confirm. The quotation becomes a sales order. If the products are tracked in stock, a Delivery smart button appears at the top of the order.

Invoice the order

  1. Click Create Invoice.
  2. Choose Regular invoice, or a Down payment (percentage or fixed amount) if you ask for an advance.
  3. Check the draft invoice and click Confirm.

Invoicing policy

Each product has an Invoicing Policy:

  • Ordered quantities: you can invoice as soon as the order is confirmed.
  • Delivered quantities: you can invoice only what has been delivered.

CRM: leads and pipeline

The CRM app follows every sales opportunity, from the first contact to the signed deal.

The pipeline

Open CRM. Opportunities are shown as cards in columns (stages) such as New, Qualified, Proposition and Won. Drag a card to the next column as the deal moves forward. To add or rename a stage, click + Stage or the gear on a column.

Create an opportunity

  1. Click New.
  2. Enter the opportunity name, the customer, the expected revenue and the probability.
  3. Click Add to put the card in the first stage, or Edit to open the full form.

Leads (optional)

If you want to qualify contacts before treating them as real opportunities, enable CRM ‣ Settings ‣ Leads. A Leads menu appears. When a lead is qualified, open it and click Convert to Opportunity.

Win or lose a deal

  • Click Won when the customer accepts.
  • Click Lost and choose a reason when the deal fails. Lost opportunities are archived but can be restored.

Send a quotation from the opportunity

On the opportunity, click New Quotation. The quotation is linked to the opportunity, and its amount is shown in the Quotations smart button.

Sales: from quotation to invoice

The Sales app handles the full sales cycle: quotation, sales order, delivery and invoice.

Create and send a quotation

  1. Open Sales and click New.
  2. Select the Customer. Their address, price list and payment terms are filled in automatically.
  3. In Order Lines, click Add a product, choose the product and enter the quantity.
  4. Click Send by Email to send the quotation as a PDF, or Preview to see what the customer will see on the portal.

Confirm the order

When the customer agrees, click Confirm. The quotation becomes a sales order. If the products are tracked in stock, a Delivery smart button appears at the top of the order.

Invoice the order

  1. Click Create Invoice.
  2. Choose Regular invoice, or a Down payment (percentage or fixed amount) if you ask for an advance.
  3. Check the draft invoice and click Confirm.

Invoicing policy

Each product has an Invoicing Policy:

  • Ordered quantities: you can invoice as soon as the order is confirmed.
  • Delivered quantities: you can invoice only what has been delivered.