WEBVTT

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From Sales and Finance open Sales then Deals and
pipeline The sales

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workspace brings opportunities forecasts
reporting relationships

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and reusable sales actions together The empty
pipeline here belongs

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to the training workspace

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Choose Forecast and targets to review the
forecasting workspace

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then Reports for the available sales analysis Use
these views with

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your recorded opportunity data and agreed
reporting periods

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Choose Relationships to explore the customer and
contact context

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around opportunities Sales actions contains
reusable routines Review

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the proposed changes and reminders before
applying a routine to

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actual deals

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Import and export handles opportunity data
transfer Products and

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pricing supports product selection and quotations
while Sales setup

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contains pipeline configuration These are
separate workspaces so

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open the relevant tab for the job you need

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From the Sales menu choose Proposals Use this
area to prepare and

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manage proposals before moving an agreed
opportunity into the next

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commercial stage Open the dedicated proposal
guide for the full

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creation and review workflow

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Choose Estimates to work with customer estimates
Keep the customer

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line items currency and acceptance terms
consistent with the work

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being offered This overview locates the workspace
the dedicated

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guide covers its saved document workflow

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Choose Invoices to review paid outstanding
overdue and draft invoice

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queues Create New Invoice starts a new invoice
while recurring invoices

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and batch payments have their own controls The
training workspace

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has no real customer billing

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Payments provides the recorded payment list
Credit Notes handles

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credit documents separately from invoice creation
Use the dedicated

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finance guides to follow the correct record
review and allocation

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steps for your organisation

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Choose Items for reusable products and services
used in sales documents

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Consistent item descriptions rates and tax
choices help the team

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prepare documents with less repeated entry Review
each document

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before it is issued

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Sales and Finance also contains Subscriptions
Expenses and Contracts

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Each has its own record list and workflow
Subscriptions can require

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a connected payment provider completing a real
subscription or agreement

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requires the appropriate private setup and review

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Open Accounting then Dashboard for the accounting
view Banking transactions

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registers bills journal entries transfers and
reconciliation are

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available from the same menu Choose the area that
matches the accounting

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work you need to review

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The Chart of Accounts provides the accounting
structure Budget contains

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budget planning and Reports contains the
available accounting reports

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A live organisation should configure these with
its own accounting

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policies before recording real transactions