Working with deals
Pipeline and sales forecast
If your business is based on selling products or services, one of the most necessary tools is an adequate report - pipeline. In this article you’ll l...
Dictionary for deals
If you want to define types of deals used by the system, use the dictionary for deals. Thanks to this feature, you will be able to standardize types...
Deals column view
Deals column view serves as a visualisation for all the tasks that you have undertaken in order to realize a sale, from the beginning to the end. Th...
Buyer different than receiver
Sometimes, when you issue an invoice, product’s Buyer is different than the Receiver. While adding/editing a client, Buyer field allows to connect two...