Use leads if you need a qualification step before creating an opportunity or a customer. It can be a business card you received, a contact form filled in your website, or a file of unqualified prospects you import, etc.
Once qualified, the lead can be converted into a business opportunity and/or a new customer in your address book.
Flectra helps you keep track of your sales pipeline to follow up potential sales and better forecast your future revenues.
You will be able to plan meetings and phone calls from opportunities, convert them into quotations, attach related documents, track all discussions, and much more.
Flectra helps you keep track of your sales pipeline to follow up potential sales and better forecast your future revenues.
You will be able to plan meetings and phone calls from opportunities, convert them into quotations, attach related documents, track all discussions, and much more.
Here is the list of your next activities. Those are linked to your opportunities. To set a next activity, go on an opportunity and add one. It will then appear in this list.
Click to define a new sales tag.
Create specific tags that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.
Click to define a new lost reason.
Use lost reasons to explain why an opportunity is lost.
Some examples of lost reasons: "We don't have people/skill", "Price too high"