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- Understanding the sales pipeline Leads & Sales Pipeline The stages a lead moves through, the stages it can end in, and how to move leads on the Pipeline board. Every lead sits at one pipeline stage . The stages tell your team where each …
- Creating and managing leads Leads & Sales Pipeline Add a lead, record where it came from and what it is worth, assign an owner, and turn a won deal into a customer. A lead is anyone you are selling to who has not bought yet. Leads …
- Running monthly payroll HR & Payroll … claims are paid with a coming pay run. A pay run has three stages Stage What happens Process Salaries, attendance and one-off inputs are calculated Approve A payroll owner signs t …
- Creating quotations Finance, Quotations & Invoicing Send an estimate with GST worked out for you, track whether the customer accepts it, and convert it to an invoice. Quotations live in Finance → Quotation : send estimates and conve …