These tutorials walkthrough each stage of Sales Pipeline, with tips to help you make the most out of this powerful tool. For more information on Sales Pipeline, view our guides listed at the bottom of this guide.
Organise, sales teams
Organise, finance teams
All Sales Pipeline guides
Use the below guides for detailed information.
- Mailing setup instructions
- Video tutorials (current guide)
- Getting started
- How to create offers
- How to offer prints and editions
- Recording offers from the private views app
- Find your offers and learn the layout
- Understanding the offer edit screen
- Creating invoices from offer records
- Stages of use the Sales funnel
- Using Insights and sales reports