GERENCIEE HELP CENTER
Sales Pipeline
Step-by-step guidance for your Gerenciee workspace. Available options may vary by account and plan.
Overview
Track sales opportunities through the stages of your sales process.
How to use it
- Sign in to your Gerenciee workspace.
- Open Sales Pipeline from the navigation.
- Create an opportunity, update its stage and associate it with your customer.
- Review your changes before saving or sending.
Need more help?
Contact our team for onboarding and troubleshooting. Please do not send passwords or sensitive financial information by email.
Contact support