johnkatemj@gmail.com · Account executive
Shown in the sidebar and on every quote.
The chance a deal in each stage closes. Used for the weighted pipeline and the forecast.
Deals feed the pipeline, the forecast and the quota.
Capture interest now, qualify it later.
People you sell to, linked to their company.
Accounts group your contacts and deals.
A call, an email, a meeting or a note, kept on the timeline.
Line items, a discount and an expiry date. Sent quotes lock the price for the buyer.