Purpose

The Sales Management module is composed of two complementary areas:

Configuration, where administrators define the business rules and commercial structure.
Operations, where business users execute the day-to-day commercial process.

Understanding the relationship between these two areas is essential for a successful implementation and for navigating the Sales module efficiently.

This article provides a high-level map of the Sales Management module and explains how its different features relate to one another.

Sales Management Architecture

The Sales module is organized into three logical layers.

Platform Configuration
        │
        ▼
Sales Configuration
        │
        ▼
Operational Sales Process

Each layer builds upon the previous one.

Layer 1 – Platform Configuration

Platform configuration contains settings shared across multiple UNEEVO modules.

These settings are configured once and reused throughout the application.

Feature	Navigation Path	Purpose
Companies	Control Center → System → Companies	Defines the companies available in UNEEVO.
Users & Access Rules	Control Center → System → Users, Profiles and Access Rules	Controls user permissions and access.
Currencies	Control Center → General → Currencies	Defines the currencies used throughout Sales Management.
Notifications (Optional)	Control Center → General → Notifications	Configures Sales notifications and reminders.

These configurations should be completed before configuring the Sales module.

Layer 2 – Sales Management Configuration

Sales-specific configuration defines the commercial rules used during daily operations.

Feature	Navigation Path	Purpose
Sales Exercise	Control Center → Sales Management → Opportunity → Sales Exercise	Defines commercial planning periods.
Contact Segmentation	Control Center → Sales Management → Contact → Contact Segmentation	Groups contacts into business segments.
Contact Lifecycle	Control Center → Sales Management → Contact → Contact Lifecycle	Defines the lifecycle followed by Contacts.
Contact Reason Codes	Control Center → Sales Management → Contact → Contact Reason Code	Standardizes contact classifications.
Opportunity Type	Control Center → Sales Management → Opportunity → Opportunity Type	Classifies business opportunities.
Opportunity Pipeline	Control Center → Sales Management → Opportunity → Opportunity Pipeline	Defines the commercial sales workflow.
Opportunity Source	Control Center → Sales Management → Opportunity → Opportunity Source	Identifies how opportunities originate.
Opportunity Outcome Reasons	Control Center → Sales Management → Opportunity → Reason for Opportunity Outcome	Standardizes opportunity outcomes.
Proposal Pipeline	Control Center → Sales Management → Proposal → Proposal Pipeline	Defines the proposal workflow.
Proposal Outcome Reasons	Control Center → Sales Management → Proposal → Reason for Proposal Outcome	Standardizes proposal outcomes.
Proposal Commercials	Control Center → Sales Management → Proposal → Commercials	Defines commercial responsibilities.
Proposal Supervisors	Control Center → Sales Management → Proposal → Supervisors	Defines proposal supervisors.
Proposal Managers	Control Center → Sales Management → Proposal → Managers	Defines proposal managers.
Proposal Integrations	Control Center → Sales Management → Proposal → Integrations	Configures external integrations.
Proposal Allowed Status	Control Center → Sales Management → Proposal → Allowed Status	Controls available proposal statuses.
Estimation Preparers	Control Center → Sales Management → Estimation → Preparers	Defines estimation preparers.
Estimation Supervisors	Control Center → Sales Management → Estimation → Supervisors	Defines estimation supervisors.
Estimation Managers	Control Center → Sales Management → Estimation → Managers	Defines estimation managers.
Estimation Boards	Control Center → Sales Management → Estimation → Boards	Defines estimation approval boards.
Sales Budget Approvers	Control Center → Sales Management → Sales Budget → Approvers	Defines budget approvers.

These configurations establish the business rules used by the operational module.

Layer 3 – Operational Sales Process

Once the configuration has been completed, business users can begin their daily commercial activities.

The operational process follows the sequence below.

Contacts
      │
      ▼
Accounts
      │
      ▼
Sales Markets
      │
      ▼
Sales Budgets
      │
      ▼
Opportunities
      │
      ▼
Estimations
      │
      ▼
Proposals
      │
      ▼
Subscriptions (Optional)

Operational Features

Feature	Purpose	Depends On
Contacts	Manage people and organizations that may become customers.	Contact Configuration
Accounts	Store customer organizations and commercial relationships.	Contacts
Sales Markets	Define the commercial markets where business is conducted.	Currencies
Sales Budgets	Plan commercial objectives and forecasts.	Sales Exercise, Sales Markets
Opportunities	Manage potential sales from qualification to closure.	Contacts, Accounts, Sales Budget, Opportunity Configuration
Estimations	Calculate cost, selling price, margin and profitability.	Opportunities
Proposals	Generate commercial offers based on approved estimations.	Opportunities, Estimations
Subscriptions (Optional)	Manage recurring commercial agreements.	Accepted Proposal

Feature Dependencies

The following diagram summarizes how the main operational features relate to one another.

Contact
      │
      ▼
Account
      │
      ▼
Opportunity
      │
      ▼
Estimation
      │
      ▼
Proposal
      │
      ▼
Subscription

Each feature progressively builds on information created during the previous step.

Where Should I Start?

If you are implementing the Sales module for the first time, we recommend following this order:

Complete the Platform Configuration.
Configure the Sales Management features.
Read the Sales Management – Initial Setup Guide.
Create Contacts and Accounts.
Start managing Opportunities.
Continue with Estimations and Proposals.
Enable Subscriptions if your commercial process requires recurring services.

Getting Started

Sales Management Overview
Sales Management – Initial Setup Guide

Configuration

Sales Exercise
Opportunity Type
Opportunity Pipeline
Opportunity Source
Contact Lifecycle
Contact Segmentation
Contact Reason Codes

Operations

Contacts
Accounts
Sales Markets
Sales Budgets
Opportunities
Estimations
Proposals
Subscriptions

Where should this article live?

Sales Management

Sales Management Overview
Sales Management – Module Structure & Navigation
Sales Management – Initial Setup Guide
Sales – Managing Opportunities (Summary)
Contacts
Accounts
Sales Markets
Sales Budgets
Opportunities
Estimations
Proposals
Subscriptions

Why this order?

It follows the natural learning path of a new customer:

Overview → What is the module?
Module Structure & Navigation → How is it organized?
Initial Setup Guide → How do I configure it?
Commercial Lifecycle → How do users work with it?
Feature Articles → How does each feature work in detail?

Sales - Module Structure & Navigation