Sales & Commerce
Pipelines, quotes, invoices, products, payments, and commerce handoffs.
Sales and commerce workflows connect revenue activity from opportunity through quote, invoice, and payment.
Core flow
- Track opportunity work in CRM deals.
- Create quotes when pricing needs customer approval.
- Convert accepted terms into invoices or subscription workflows.
- Collect payment and reconcile finance state.
- Review activity history from the customer or company record.
Good operating practice
- Keep product and service catalog entries current.
- Use consistent quote and invoice templates.
- Document approval rules for discounts, tax, and payment terms.
- Escalate payment failures with the invoice ID and customer record URL.