STEP 01
QUALIFY
Lead Creation
Capture complete prospect information without exposing tenant or system fields.
STEP 02
CONVERT
Lead → Opportunity Conversion
Convert an eligible lead in one database transaction and automatically create/reuse the customer and contact.
STEP 03
PIPELINE
Opportunity Creation
Create or update the sales pipeline with validated customer, contact, stage and financial inputs.
STEP 04
BILLING
Dynamic Invoice
Add unlimited invoice lines. Product prices are suggested by the UI, but the server recalculates every total before saving.
Invoice created