Can't find what you need?
Sales & CRM
7 articles
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 the Sales Pipeline and Deal Management
Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.
Using Quotation Templates
Register reusable item sets as quotation templates to speed up quote creation.
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.