Sales stages
Track opportunities through sourcing, costing, quotation, feedback, negotiation and won or lost outcomes, with later delivery stages where applicable.
Connect the sales opportunity to its order.
Follow deals through eight sales stages and three delivery stages, keeping the original enquiry and customer order linked.
Available capabilityIncluded capabilities
Opened from a request
An incoming request opens a deal, and losing the order loses the deal.
A number to quote
Every deal has its own number (D-2026-00017) and its own web address.
Post-sale delivery stages
Supplier ordered, in transit and delivered. The deal moves automatically as the purchase order goes out, the goods ship and the invoice is issued.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.