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Documentation Sales management

Sales management

Documentation contents

Leads
Sales management
Companies and Contacts
Data import and export
- How to import data?
- How to prepare data for import?
Features
Users management
Security
- Data security and backups
- Two-factor authorization (2FA)
INVOICES AND PAYMENT
- Payment import
- How to create an invoice
Documents
Other

Adding products to a deal
Creating sales pipeline
Editing sales pipeline
Events management
How to create new deal?
How to delete a deal?
Products management
Sales pipeline stages settings
Creating sales through a cart
Sales stagnation settings

A business management system covering sales, documents, invoices and inventory. From enquiry to money in the account.

Product

Features
AI
Solutions
Integrations
Price
Documentation
Contacts

Company

About us
Comparison and migration
Articles
Documentation

Contacts

+370 663 52000
[email protected]
Mon–Fri 8:00–17:00

Our products

Spin CRM Sales and customer management: contacts, deals, invoices, projects.
GoSpin Site security and operations: access, patrols, visitors, incidents. (opens in a new window)

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