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The Sales module can be used to manage calls, budgets, quotations and campaigns.

The essentials

Before we can start using the module, there is some configuration that needs to be in place.

The essentials are:

• Calls
• Quotations

Calls

Calls are used for creating specific tasks, if you like, where your sellers can make a call to companies and/or persons in your system, in order to potentially increase your income.

To learn more about calls, please see the following page.

Quotations

Quotations are used for creating offers to your current, as well as new customers, allowing you to attach various objects and information to them.

To learn more about calls, please see the following page.

Next steps

Now that you have learned about the basics of the sales module, and are familiar with configuring the basics, you are ready to create and manage sales.