The CRM application contains tools for managing opportunities and features all client information and interaction—opportunities, events, tasks, invoices, projects, etc. In Flowlu, you store and manage information on opportunities and customers in the records. Using the records, a manager can view information and add new details with just a couple of clicks. Even if the manager resigns, the new employee will be able to start working with the client exactly from the moment at which the work was interrupted.

In this section, you will learn how to set up a sales funnel, automatically create opportunities, and manage contact/organization record.

Opportunities board in CRM. Dragging the opportunity record to the next stage

Account page