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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

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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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