Learn how to add value to leads so you can report on your sales progress toward your goals in Nutshell.
In Nutshell, sales are based on Products attached to Won Leads.
If you're new to Nutshell, you might be wondering: How do sales work, and how do I show that I made a sale?
Create a new Lead
Learn how to create a new Lead.
Open Leads with an expected close date will factor into your Forecast report; Pending leads, Closed leads, and Open leads without an expected close date will not.
Add Products to Leads
To add value to your Leads, add a Product. Learn how to create Products in Nutshell.
How do values appear in reports?
While the Lead is Open and has a product with a value attached to it, the value will appear in your Sales forecast report. The Open Lead must have an "expected closing date", so that Nutshell knows when to report on those values. The expected close date can be changed in the upper right corner of a Lead.
After winning your customer's business, change the Lead's status to Won. The Lead will be added to your Sales report.