Sales Pipeline

Pipeline stages

The product uses configurable pipeline stages (for example New, Contacted, Qualified, Proposal, Negotiation, Closed Won, Closed Lost). Kanban-style movement is available in CRM pipeline views.

Working the pipeline

• Keep owner and stage current
• Attach follow-ups before a lead goes stale
• Use inbox history when the deal started as a chat
• Do not skip required company processes for booking or registration

Follow-ups

Steps

1. Sign in to Smart Business 360 at the application host.
2. Open the CRM & Sales module for this task.
3. Follow the fields and actions described in the sections above.
4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ