Britixo: Sales CRM: Pipelines, Forecasts and Reports | Live Feature Overview

Explore sales crm: pipelines, forecasts and reports in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/sales-crm-create-edit-deals/#britixo-live-013 IN THIS VIDEO • Sales — Proposals • Sales — Estimates • Sales — Invoices • Sales — Payments • Sales — Credit Notes • Sales — Items • Sales — Deals & pipeline • Sales — Forecast & targets • Sales — CRM reports • Sales — Customer relationships • Sales — Sales actions • Sales — CRM import & export Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with a UK English voiceover. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Use sales reports https://britixo.com/help-centre/use-sales-reports/ Create a sales return https://britixo.com/help-centre/inventory-warehousing-management-system-sales-return/ Use customer reports https://britixo.com/help-centre/use-customer-reports/ Use lead reports https://britixo.com/help-centre/use-lead-reports/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLYuazVDUCG14 Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #CRM #SalesCRM #CustomerManagement #CRMSoftware #SalesPipeline #SmallBusinessUK