ISO Mate runs your sales pipeline from the Sales group in the sidebar, where you capture leads, qualify them into opportunities, and close them as deals across the stages you define. You work records on a drag and drop board and track results on the Sales Dashboard, so the whole team follows one process from first contact to closed revenue.
Build a pipeline
A pipeline defines the stages every lead, opportunity, and deal moves through. The default pipeline ships with six stages: Lead, Qualified, Proposal, Negotiation, Closed Won, and Closed Lost. Each stage has a Show For setting that controls whether it appears for leads, opportunities, deals, or a combination.
- Open Sales > Pipelines and click Add Pipeline.
- Give the pipeline a name and an optional description.
- Add stages, set their order, and choose Show For on each stage so it appears for the right record types.
- Set one pipeline as the default. New leads, opportunities, and deals use the default automatically unless you pick another.
You can keep multiple pipelines for different products, regions, or teams. For a deeper look at how the stages connect across record types, see Understanding the Sales Process Flow.
Track leads
- Open Sales > Leads and click New Lead. When AI create is enabled for your account, the button becomes a split control offering Create and Create with AI.
- Enter the company, source (for example Website or Referral), expected revenue, pipeline, contact, and an assigned team member.
- Leads carry a status: New, Contacted, Qualified, Unqualified, or Converted. Update it as the lead progresses.
Convert a lead to an opportunity
- Open a lead you have marked Qualified.
- Click Convert to Opportunity.
- ISO Mate creates an opportunity pre-filled with the lead data and sets the lead status to Converted, keeping the two records linked for traceability.
Manage opportunities
Open Sales > Opportunities to work qualified prospects. Each opportunity tracks its pipeline stage, expected revenue, win probability from 0 to 100, and a close date. Update the stage as the opportunity advances, then click Convert to Deal when you are ready to formalize terms.
Manage deals
- Open Sales > Deals and click New Deal, or use Create with AI from the split control when AI create is enabled.
- Deals track a value, currency, pipeline stage, close date, and assigned user.
- Add products as line items with quantity, unit price, and an optional discount percentage. The deal value recalculates automatically from the line item totals.
- When a deal reaches a terminal stage it is marked Closed Won with a timestamp, or Closed Lost, which requires a loss reason.
Work the Pipeline Board
Open Sales > Pipeline Board for a visual, Kanban style view of your deals. Each column is a pipeline stage, and each card shows the deal name, contact, value, and close date. Drag a card between columns to update its stage instantly, and use the filter bar to narrow by pipeline, assigned user, or date range.
Products, price books, and related records
Add products to deals as line items, and use price books to apply alternate pricing for different markets. See Managing Products and Price Books for the full workflow.
From any lead, opportunity, or deal you can link contacts with roles such as Decision Maker or Influencer, and connect tasks, calendar events, notes, and emails. See Working with Contact Roles in Sales and Linking Records to Sales Activities.
Monitor performance
Open the Sales Dashboard from the Sales group to see pipeline distribution, revenue forecast, win rate, conversion metrics, and a sales funnel summary, all filterable by pipeline, assigned user, and date range. See Using the Sales Dashboard for how each metric is calculated.
Export and permissions
Export leads, opportunities, deals, and products to CSV or PDF from any list page, and the export respects your current search and filters. Access is controlled by the Leads, Opportunities, Deals, Pipelines, and Products permission categories, each supporting view, create, update, and delete. Configure these under the Sales group in Roles and Permissions.
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