Sales (RevoCRM)

Leads and the web form, the pipeline and opportunities, activities and tasks, and the forecast.

1. 1RevoCRM overviewWhat RevoCRM keeps (leads, account owners, opportunities, calls, meetings, notes and tasks), how it works with RevoPSA and on its own, and who can use it.
2. 2Leads and the web formA public form for your website, leads added by hand, an owner for each, and converting a lead into a prospect with a contact and an opportunity.
3. 3Pipeline and opportunitiesOpportunities in stages with a probability each, the board and the list, linking RevoPSA estimates, and marking deals won or lost.
4. 4Activities and tasksLog calls, meetings, emails and notes with customers and leads, add sales tasks with a due date, and find them on the Activities page, an opportunity and a customer's overview.
5. 5ForecastOpen opportunities by expected close month, stage and owner, weighted by probability, and the win rate, average time to win and lost reasons over the last 12 months.
6. 6Sales settingsSet up the pipeline's stages and their probabilities, whether an approved quote marks a deal won, and the public lead form.