Sales: from lead to paid

Every Sales: from lead to paid topic of the Zyntra OS user guide, step by step: From lead to paid, Add a lead, Convert a lead, Your deals and 16 more.

20 topics

From lead to paidA sale in Zyntra follows one road. Each step has a button that starts the next one, so nothing is typed twice.
Add a leadA lead is someone who may buy. You work it until it is qualified, then convert it into a customer and a deal.
Convert a leadConverting a qualified lead makes one customer and one deal linked to it, in one step. The lead is kept for history.
Your dealsDeals are the sales you are working on, stage by stage, with their value.
Win or lose a dealMove a deal through its stages, write it a proposal, and close it as won or lost.
ProposalsA proposal is an offer with its own words around the price: the priced lines, like an estimate, and a Body that explains them.
Add a customerA customer is a company you bill. Most come from a converted lead; you can also add one directly.
Add a contactContacts are the people at a customer. A contact can sign in to the client portal and see only what you allow.
Your itemsYour catalogue of products, services and bundles. You pick from it on estimates, proposals, invoices and contracts, so prices are typed once.
Make and send an estimateAn estimate is the price you offer a customer. They can accept it or decline it from a link, and once accepted it becomes an invoice in one step.
Turn an estimate into an invoiceAn accepted estimate becomes an invoice without typing it again.
Sales ordersA sales order confirms what the customer ordered. Its deliveries and its invoices are made from it.
Issue an invoiceAn invoice asks the customer to pay. The screen shows every invoice, what has been collected against it and what is still owed.
Record a paymentRecord money a customer paid: against an invoice, or in advance as a credit to use later.
Many payments at onceRecord payments against many invoices at once, for example after a bank statement arrives.
Price listsA price list holds agreed rates for particular customers. When you add an item for one of them, their rate is used.
Estimate requestsA customer asks for a price. The request is priced, and turned into an estimate without typing it again.
Credit notes and refundsA credit note gives value back to a customer: against an invoice, or held on their account. Use it on another invoice, or refund it.
Sales agentsA sales agent is a company that resells our products or orders for its own customers. Here you add the agents, check them, protect their customers and pay their commissions.
Programs for sales agentsA program is the discount each agent gets, tier by tier, and the commission that goes with it.

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Every topic of the user guide