GradeApp
  • Introduction
    • About The Application
    • How to use the Documentation
  • Getting Started
    • First-time setup
      • User roles and permissions
      • Assigning Roles
      • Permissions table
  • Platform Overview
    • Dashboard
      • Private Dashboard
      • Advanced Dashboard
    • Sales
      • Lead Contact
      • Deals
      • Proposal
      • Clients
      • Estimates
      • Contracts
      • Deal Report
      • Sales Report
    • HR
      • Employees
      • Leaves
      • Shift Roster
      • Attendance
      • Holiday
      • Designation (Positions)
      • Department
      • Appreciation
      • Leave Report
      • Attendance Report
      • Assets
      • Knowledge Base
    • Recruit
      • Dashboard
      • Jobs
      • Job Applications
      • Interview Schedule
      • Offer Letters
      • Skills
      • Candidate Database
      • Reports
      • Career Site
    • Communication
      • Calendar
      • Messages
      • Notice Board
      • Zoom Meeting
      • Letter Generate
      • Letter Template
      • QR Code
      • Webhooks
    • Projects (Work)
      • Projects
      • Tasks
      • Timesheet
      • Project Roadmap
      • Service desk
      • Task Report
      • Time Log Report
    • Finance
      • Invoices
      • Incomes
      • Credit Note
      • Expenses
      • Bank Account
      • E-Invoice
      • Payroll
      • Employee Salary
      • Finance Report
      • Income Vs Expense
      • Expense Report
    • Orders
    • Purchase
      • Vendor
      • Products
      • Purchase Order
      • Bills
      • Vendor Payments
      • Vendor Credits
      • Inventory
      • Reports
    • Settings
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  1. Platform Overview

Sales

The Sales Module is designed to streamline the process of managing potential and existing customers, from initial contact to closing deals. It provides tools to capture leads, track sales opportunities, and manage contracts, estimates, and proposals efficiently. This module supports the entire sales lifecycle, helping you monitor progress, organize client interactions, and improve conversion rates. With features like deal tracking and proposal management, the Sales Module ensures that your team stays aligned and focused on achieving business goals.

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Last updated 5 months ago