Sales
A qualified deal with a value and a stage so pipeline is honest.
Where to find it: Left menu → Sales & CRM → Opportunities
Step 1
Left menu → Sales & CRM → Opportunities. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Set value, customer, and stage. At needs analysis, use Send proposal — that creates a quotation, emails the customer, and opens it in the customer portal. Then negotiate, mark won, and create the final quote if needed.
Step 3
After Send proposal, a sent quotation appears under Quotations; the customer gets an email with a portal link to accept or reject.
Yes. Opportunities is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
It creates a quotation from the opportunity (or reuses a draft), marks that quote sent, emails the customer, and moves the stage to proposal sent. If the customer rejects, the opportunity moves to negotiation — use Revise & renegotiate on the quote, then send again. The opportunity must already have a customer.
