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Sales - Overview

3 min. readlast update: 07.07.2026

Purpose

The Sales Management module provides all the tools required to manage the complete sales lifecycle, from the first interaction with a prospect to the successful closure of an opportunity.

This article introduces the Sales Management module, explains how its main features fit together, and serves as the starting point for the Sales documentation available in the Knowledge Base.

Overview

Sales Management centralizes every activity related to the commercial process.

Using this module, organizations can:

  • Manage customers and prospects

  • Configure the sales process

  • Track opportunities through each sales stage

  • Organize commercial activities

  • Standardize sales pipelines

  • Monitor sales performance

Rather than working with isolated features, Sales Management provides a structured workflow where each component supports the next stage of the sales process.

Sales Management Navigation

The following table provides an overview of the main Sales Management features, where they can be accessed within the application, and the corresponding Knowledge Base articles.

Feature Navigation Path Description Related Articles
Sales Management Overview Sales Management Introduction to the Sales Management module and its commercial lifecycle. Module Structure & Navigation
Contacts Sales Management → Contacts Create and manage commercial contacts and prospect information. Accounts, Opportunities
Accounts Sales Management → Accounts Manage customer organizations and business accounts. Contacts, Opportunities
Sales Markets Sales Management → Sales Markets Define the commercial markets where business opportunities are managed. Sales Budgets
Sales Budgets Sales Management → Sales Budgets Plan commercial objectives for a Sales Exercise and Sales Market. Sales Exercise, Opportunities
Opportunities Sales Management → Opportunities Register, qualify and manage potential business opportunities. Opportunity Pipeline, Estimations
Estimations Sales Management → Estimations Estimate project costs, selling prices, margins and effort. Opportunities, Proposals
Proposals Sales Management → Proposals Prepare commercial quotations based on approved estimations. Estimations
Subscriptions (optional) Sales Management → Subscriptions Manage recurring commercial agreements created after a successful sale. Proposals

Typical Sales Workflow

Although every organization may adapt the process to its own needs, a typical sales cycle follows these steps:

  1. Create or identify an Account.
  2. Register the relevant Contact.
  3. Create a new Opportunity.
  4. Assign an Opportunity Type.
  5. Progress the opportunity through the configured Pipeline stages.
  6. Record Activities such as meetings, calls and follow-ups.
  7. Prepare a Quotation when required.
  8. Close the opportunity as Won or Lost.
  9. Generate a Contract, if applicable.

This standardized workflow ensures consistent sales management while providing complete visibility throughout the commercial process.

Article Structure

Each feature documented in this Knowledge Base follows the same structure:

  • Purpose
  • Access Path
  • Overview
  • Process Overview
  • Screen Reference
  • Field Descriptions
  • Best Practices (when applicable)

This consistency allows users to quickly become familiar with new features while maintaining a predictable documentation experience.

Related Articles

Sales Exercise
Opportunity Types
Opportunity Pipeline
Opportunities
Contacts
Accounts
Products
Services
Estimations

 

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