Capture and qualify a lead
New, contacted, qualified, or disqualified, with an activity trail that records who did what and when.
Open the workflowSales in BusinessIntents
Keep the deal and the customer in one record trail.
A lead converts into a customer or an opportunity, an opportunity creates the quotation, and an accepted quotation generates the sales order with all its lines. Customer terms such as due days, credit limit, price list, and discount stay with the customer for the orders and invoices that follow.
Daily work
The sales workflows, step by step.
Each card opens the documented workflow with its statuses, actions, and responsible groups.
Work the opportunity pipeline
Prospecting to negotiation one stage at a time, with expected value times probability for a weighted forecast.
Open the workflowPrepare and send a quotation
Mark Sent e-mails the PDF, and the quotation expires automatically after its valid-until date.
Open the workflowConfirm the sales order
The order copies every quotation line and goes to the Approver group to confirm or reject.
Review sales ordersBook an appointment
An optional module for booking customer appointments in 30-minute slots, added to a solution on request.
Open the workflowKeep customer terms
Customers carry kind, due days, credit limit, price list, and discount, which later invoices and credit checks use.
Review customersHandoffs
Where the deal goes after the customer says yes.
The confirmed order reaches the warehouse and billing without being typed again.
To the warehouse
A confirmed order is issued from stock with a goods issue, and the delivery note is created in one click.
See the handoffTo billing
Billing invoices the order; the customer's due days fill the due date and the credit limit is checked on approval.
See the handoffBack to sales
Overdue invoices and payment reminders show which customers need attention before the next deal.
See the handoffRoles and approvals
The sales roles and what each one does.
Group names are those shipped with the product. One person can hold several groups; your administrator decides who belongs to each.
Sales rep
Owns leads, opportunities, and quotations and sees their own pipeline in the Personal workspace under My Leads, My Opportunities, and My Quotations.
Sales group
Receives the follow-up task for every sent quotation; the task is cancelled automatically once the quotation is accepted, declined, or expired.
Approver
Confirms or rejects sales orders before they reach the warehouse.
Coordinator
Books and maintains customer appointments where the Appointments module is added.
Pipeline overview
Pipeline by stage, won and lost split, opportunities by owner, open quotations, and orders by customer give an overview of the whole team.
Customer records
Business and individual customers with contacts, due days, credit limit, price list, and discount shared with billing.
Continue the evaluation
Continue with the details.
Module references, fulfilment, and commercial terms for sales teams.
Detailed records
Opportunities module
Leads, opportunities, stages, activities, and reports.
Open page →QuotationsQuotations
Lines, validity, sending, follow-up, and ordering.
Open page →FulfilmentFulfil a sales order
From confirmed order to goods issue and delivery note.
Open page →CommercialPricing
Free Demo, Standard at €10 per user per month, or Custom.
Open page →Decision-stage questions
Common sales questions.
Which BusinessIntents areas are relevant to sales teams?
Leads, opportunities, quotations, sales orders, customers, the optional appointments module, and sales reports, connected to fulfilment and invoicing.
Do reps see each other's deals?
In the Personal workspace each rep sees only their own leads, opportunities, and quotations. Wider visibility in the application workspace follows the groups your administrator assigns.
Is the quotation carried into the order?
Yes. Generate Sales Order copies every quotation line and marks the quotation as ordered. The owner is set on the order itself.
What access should sales users receive?
Reps work as owners of their records and members of the Sales group. Confirming orders belongs to the Approver group, which you can give to a sales lead or keep with management.
Next step
Follow one deal from lead to invoice.
Bring a real deal to a workflow review and see how the lead, quotation, order, and invoice stay connected.
Questions about fit for your sales team? Write to office@codbex.com.