Sales & CRM·지원 코드CRM-003

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

[What is a pipeline deal?]

A sales opportunity with a specific customer. Tracking stage progression helps forecast revenue.

[Create a deal]

1.Sales → Pipeline → Add Deal
2.Enter deal name, customer, and owner
3.Set stage (e.g., Contact → Proposal → Quote Sent → Closing)
4.Enter expected value and expected close date
5.Save

[Kanban view]

Cards organized by stage. Drag and drop to advance a deal.

[Revenue forecast]

Set win probability per stage; WorkVell auto-calculates a weighted forecast.

View in Sales → Analytics → Revenue Forecast.

⚠ Stage names and win probabilities are configurable by admins.

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Registering and Managing Customers

Add customers to the master record and link deals, quotes, and orders to them.

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

Using Quotation Templates

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

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Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

Sales Reports: How to Read and Use Them

WorkVell CRM provides sales performance reports including pipeline analysis, win rates, and revenue forecasts. Learn how to read and act on these reports.

Using Quotation Templates

Registering and Managing Customers

Add customers to the master record and link deals, quotes, and orders to them.

Setting Up Deal Stages and Managing the Sales Pipeline

Track deals by stage from first contact to close and use pipeline data for revenue forecasting.

Designing a Hiring Pipeline and Managing Candidates

Track candidates across recruitment stages (screening, interviews, offer) in a kanban-style pipeline.

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