Using the Sales Pipeline and Deal Management

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

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.

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

Register reusable item sets as quotation templates to speed up quote creation.

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.

Manage Your Tasks

How to create and manage your tasks and track progress on the board (kanban).