These are the main sections of the Saleswith account:
Left side menu:
- Deals: the first section you see when you open your workspace, it's where you see the deals in the pipeline;
- Calendar: this is the calendar view of your activities. Move around in the calendar to see all the activities you have scheduled;
- Companies: your CRM where you keep all your client's details;
- Projects: when a deal is won, it becomes a project. It's time to deliver the work you promised!
- Forecast: how much $$$ you're projected to earn from your projects as you bill them;
- Deal stats: all the insights regarding your deals.
On the bottom left, you'll find:
- Your user profile;
- The Account settings where you can invite users and set up the sources, pipeline, categories, statuses, and outcomes.
- In the account setting, you'll also be able to purchase and manage your subscription.