Presales

This module allows you to monitor your leads, identify potential opportunities, and create offers for sales of products.

It includes both definitions and documents as part of its structure.

Add new

To create a new lead, offer or opportunity, simply click on its + button.

This will open the respective creation form that you need to fill.

Once ready, click the Save and reload button to finish adding the new entry.

Customize form

You can decide which definitions appear on the page.

To do that, click the button at the top-right corner and select Customize form.

In the window that opens, you will see two tabs:

• Items

  Click the sliders on the left of an item to hide or reveal the respective panel from the page.

  

• Reorder

  You can change the order of the items' categories by dragging them up and down.

  

Note

The screenshots taken for this article are from v24 of the platform.