Reading and Using the Revenue Forecast Report

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.

Using the Sales Pipeline and Deal Management

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

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.

Time Correction Request

When a clock-in or clock-out is missed or incorrect, submit a correction request for manager approval.

Submitting a punch correction request

How to request a correction yourself when you forgot to clock out, a time is wrong, or a break is missing.

Request a Punch Correction

How to fix your attendance when you forgot to punch or entered the wrong time.

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.