Sales

Learn how to connect tasks, calendar events, notes, and emails to leads, opportunities, and deals for a complete record of interactions.

Learn how to monitor pipeline health, forecast revenue, track win rates, measure conversion metrics, and view funnel summaries.

Learn how to link contacts to leads, opportunities, and deals with specific roles to track stakeholders throughout the sales process.

Learn how to build a product catalog, create price books for different markets, and attach products to deals as line items.

A complete walkthrough of how leads, opportunities, and deals connect in ISO Mate, and how each feature supports your team from first contact to closed revenue.

Learn how to set up pipelines, track leads, manage opportunities and deals, use the Kanban board, and monitor sales performance.