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Role Workflow Guides & Tutorials

Complete lifecycle from lead capture to client satisfaction — step-by-step per role with video tutorials.

Full lifecycle: Sales adds leads → qualify & follow up → win/lose → quotation → Finance invoices → client pays → PM onboards & delivers → client tracks progress & approves milestones → client submits feedback → client requests maintenance via support tickets.

Video tutorial

Step-by-step workflow

  1. 1
    Add a new lead

    Click New Lead and enter company, contact, source, and estimated value.

  2. 2
    Qualify the lead

    Update BANT scores and move pipeline stage to Qualified.

  3. 3
    Schedule follow-up

    Create a follow-up task with due date, channel (call/email/WhatsApp), and priority.

  4. 4
    Win or lose

    Move stage to Won (convert to client) or Lost (record loss reason).

  5. 5
    Convert to client

    Click Convert to Client — creates client record and draft quotation.

  6. 6
    Send quotation

    Review line items, submit for approval, then send to client.