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Sales & CRM

7 篇文章

Registering and Managing Customers

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

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Creating and Sending Quotations

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

Using the Sales Pipeline and Deal Management

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

Using Quotation Templates

Reading and Using the Revenue Forecast Report

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

Invoice Issuance and Payment Reconciliation Flow

Learn how WorkVell CRM handles the full order-to-cash cycle: from deal close to invoice to payment matching.

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.