User Documentation Sales Management CRM Edit on GitHub Organize the pipeline¶ How to plan calls, emails and meetings with your customers How do I schedule an activity on an opportunity? How do I see what is due? How do I set up activity types? Common errors Next steps How to convert a lead into an opportunity and assign a salesperson How do I convert a lead into an opportunity? How do I merge duplicate leads or opportunities? Common errors Next steps How to create a quotation from an opportunity How do I create a quotation from an opportunity? How do I send the quotation to the customer? How do I see the quotations of an opportunity? Common errors Next steps How to mark an opportunity as lost and restore it later How do I set up lost reasons? How do I mark an opportunity as lost? How do I find and restore a lost opportunity? Common errors Next steps
