1
Capture the lead
Open Pipeline → Leads → Leads and add a lead, or use Import Leads to bring in a spreadsheet.
2
Qualify
Log activities, check for Duplicates under Relationships and convert the good leads to an account, contact and opportunity.
3
Work the pipeline
Open Opportunities → Pipeline Board and drag deals between stages. The forecast updates as stages and amounts change.
4
Quote
Create a quote from the opportunity using a price book; approvals apply where configured.
5
Win and hand over
Mark the opportunity won. The quote can become a sales order in the Sales module.

7 min

Bring in a list, check for duplicates and assign owners.

1
Import
Open Pipeline → Leads → Import Leads and upload your spreadsheet, mapping the columns.
2
Check duplicates
Open Relationships → Accounts & Contacts → Duplicates to merge records that match.
3
Assign
Assignment Rules under Territories & Assignment route new leads to the right person.
4
Follow up
Log calls and meetings under Activity so the timeline shows every touch.

6 min

Set quotas and read the weighted forecast.

1
Set quotas
Open Pipeline → Analysis → Quotas and set a target per person or team.
2
Keep stages honest
Stage probabilities weight each deal in the forecast.
3
Review
Open Forecast and Pipeline Analytics to compare commit, best case and quota.