Help / Renewals and sales

How do I track prospects?

Prospects are companies you want to win. Record their current supplier, when their contract ends and when to contact them next; Sales shows who is due a call. When one signs, it becomes a client with its history kept.

More on renewals and sales

• How do renewals work?
• Can I rename the pipeline stages?
• Where is my enquiry form?
• Can clients ask us for prices?
• What are market updates?

Not answered here? Contact us.