Work a lead from enquiry to sale
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Capture and work the enquiry
Open CRM → Leads. Open the lead, confirm who owns it, and record the next follow-up. Qualify the enquiry before moving it into your sales pipeline as an opportunity. For automatic assignment, see Set up lead assignment.
Progress and close the opportunity
Open CRM → Opportunities, choose the opportunity and keep its stage, value and expected close date current. Prepare the quote and track the customer's acceptance. Update the opportunity when the deal is won or lost, and issue the invoice when the sale calls for one.
Review performance
Use the sales forecast to review expected sales from the pipeline, and compare actual results with sales targets.
For the exact board controls, see Leads and Opportunities, Create and track a quote, and Use the Invoices board.