Understanding the Sales Pipeline

Discover how Officaid's visual pipeline, deal stages, and activity alerts work together to drive your sales.

Adding a New Deal

Create and configure new sales opportunities in Officaid with the right lead, value, and stage from the start.

Navigating Your Pipeline

Switch between Kanban, List, and History views to manage your deals the way that works best for you in Officaid.

Managing Deal Details

View, edit, and manage everything about a deal from one page in Officaid, including quotations, activities, and quick actions.

Tracking Deal Activities

Log calls, emails, meetings, and tasks in Officaid to stay on top of every deal and never miss a follow-up.

Closing a Deal

Mark deals as Won or Lost in Officaid to keep your pipeline accurate and build a history of your sales performance.