Tour Experience Center

View all sales opportunities by stage on the CRM app's kanban board.

Click "+" to create a new opportunity. Enter company name, expected amount, and expected closing date.

Use the activity button to schedule next actions (calls, meetings, emails).

Drag and drop the opportunity to the next stage. Expected revenue is aggregated in real-time per stage.

Click "Won" to close the opportunity and automatically create a sales order.

Access the Email Marketing app to create and manage mass mailing campaigns.

Set up a mailing list and import or select contacts from existing records.

Use the drag-and-drop editor to design a professional email template with images, buttons, and dynamic content.

Send a test email to yourself, review it, then click "Send" to launch the campaign.

Monitor open rates, click-through rates, bounces, and unsubscribes on the campaign dashboard.