SalesOps

Internal

General

  • Dashboard

Sales

  • Accounts
  • Contacts
  • Opportunities

Operations

  • Projects
  • Contracts

Finance

  • Invoices
  • Cash Inflow
  • Cash Outflow
    • Salary Cost
    • Non Salary Cost
    • Sales Cost
  • Exchange
  • Fund Transfer
  • Balance

Administration

  • Users
  • Roles & Permissions
  • Settings
Delivery workspace

Projects

Projects are created from Won opportunities when you save on opportunity create/edit (F01).

Projects list