Sales

In this chapter

This category page covers everything related to managing your sales in EasyBiz. Whether a customer reaches out through WhatsApp, walks into your shop, or calls you directly, EasyBiz gives you the tools to track every conversation, follow up at the right time, and close more deals. You will learn how to manage your sales pipeline, keep track of potential customers, and make sure no enquiry goes unanswered.

Articles

Introduction to Deals

Track every potential customer from the first conversation to the final outcome — all in one place.

Managing Your Deals

Everything you need to manage your deals effectively on a daily basis.

Introduction to Receivables

Keep track of every unpaid and partially paid order in one place.

Managing Your Receivables

Learn how to track, filter, and follow up on unpaid and partially paid orders.