Sales Setup Guide ← CRM home
Verdeshell CRM · Sales

Set up Sales — from first lead to closed deal.

A friendly, click-by-click guide to the Sales module. You'll set up your pipeline, bring in your leads, work deals to a close, send quotations, and keep on top of tasks and forecasts. First finish the common setup on the CRM home — company, billing and your team — then follow the three parts below in order.

About 45 minutes for the essentials 11 steps + a tour of every Sales tool Go at your own pace

? How to use this guide

  1. 1Do the common setup first — this guide assumes it's done.
  2. 2Every step names exactly where to click, using the app's own menu names.
  3. 3Steps marked optional can be skipped if that feature isn't for you.

✓ Before you begin

  • ✓The common setup is done (company, billing, team).
  • ✓You know your sales stages — how a lead becomes a customer.
  • ✓A few leads or contacts to add (or a spreadsheet to import).
Part 1 of 4

Set up your sales workspace

Before you add a single lead, shape the workspace they'll flow through — your pipeline stages, and (optionally) a product list and your own labels and fields. Do this once and everything downstream fits.

1

Set up your pipeline & stages

Your pipeline is the set of stages a deal moves through, left to right — from first contact to won. This is the heart of Sales.

~8 minDo this first
Pipeline › Manage pipelines
  1. Open Pipeline from the menu. A starter pipeline with common stages (Lead, Qualified, Proposal, Negotiation, Won, Lost) is already there.
  2. Click Manage pipelines to rename, add or remove stages so they match how your team really sells. Drag to reorder.
  3. Won and Lost are the finish lines — a deal dropped into Won is marked won (and dated) automatically.
  4. Sell in more than one way (e.g. "New business" vs "Renewals")? Add a second pipeline and switch between them at the top of the board.
💡Why first? Every deal lives in a stage, and your board, forecasts and reports are all built around them. Getting the stages right now means the rest just works.
2

Build your product catalog

A reusable price list — the products or services you sell, with their prices — so quotes and deals are a few clicks, not retyping.

~6 minOptional
Product Catalog
  1. Open Product Catalog and click Add.
  2. Enter a name, price and currency for each product or service you sell.
  3. Later, when you add line items to a deal or quotation, you pick from this list and the price fills in for you.
3

Add your own labels & fields

Tailor the CRM to your business — colour-coded labels to group records, and custom fields for anything the standard form doesn't capture.

~5 minOptional
Labels

Create a set of coloured labels (e.g. "Enterprise", "Warm", "Partner") to tag contacts and deals, then filter by them across your lists.

Labels
Custom fields

Add your own fields to contacts, deals and companies — a dropdown, a date, a number — for the details your business tracks.

Custom Fields
🏷️Both are optional and easy to add later. Start simple — you can always come back and refine once you see what you actually filter on.
Part 2 of 4

Bring in your leads & work them

Now the day-to-day. Add the people you're selling to, move their deals across your pipeline, send quotations, and keep every follow-up on track.

4

Add your contacts & leads

The people and companies you sell to. Add them one by one, or import a whole list at once.

~1 min each
Contacts › Add Contact
  1. Open Contacts and click Add Contact.
  2. Fill in their name, company and how to reach them — email and phone. Add any labels or custom fields from Part 1.
  3. Set their lifecycle stage — a new contact usually starts as a Lead. As they progress you can convert them to a Customer.
  4. Got a spreadsheet? Use Import on the Contacts page — download the sample, fill it in, upload. Everyone's added at once.
✅Consent matters — tick the marketing / WhatsApp consent boxes only when the contact has agreed. The CRM respects them before any automated message goes out.
5

Automate how leads are handled

Optional power tools — score leads by quality, auto-assign them to the right rep, and drip a sequence of follow-ups.

~10 minOptional · managers
Lead scoring

Set rules that add points for the things that matter (country, industry, a field you care about). Each lead gets a score so your team knows who to chase first.

Lead Scoring
Lead routing

Automatically hand a new lead to the right person — by territory, in a round-robin, or a catch-all rule — so nothing sits unassigned.

Lead Routing
Sequences

Build a cadence of steps — a task on day 1, an email on day 3 — and enrol a contact so the follow-ups happen on schedule.

Sequences
6

Create deals & move them through the pipeline

A deal is a potential sale. This is where selling actually happens — on the board.

~5 min
Deals  ·  Pipeline
  1. Open Deals (or the Pipeline board) and click Add Deal. Give it a title, a value, the contact it's for, and a stage to start in.
  2. On the Pipeline board, drag a deal card from one stage to the next as it progresses.
  3. Drag it to Won when you close it, or Lost if it falls through (you can note why).
  4. Open any deal to set a probability, assign an owner, add line items (from your catalog), and record the other people involved in the buying decision.
💡The board is your single source of truth — keep deals in the right stage and your forecast, targets and reports stay accurate on their own.
7

Send quotations & invoices

Turn a deal into a formal quote, then into an invoice — using the branding and tax you set in the common setup.

~6 min
Billing
  1. Open Billing and click New, then pick Quotation. Choose the customer, add line items, and your tax and totals are worked out for you.
  2. Download the PDF to send it — it uses the logo, style and numbering from your common setup.
  3. When the customer accepts, open the quotation and choose Convert to Invoice — no retyping.
  4. Got paid? Open the invoice and Record Payment (full or partial). Its status updates to Paid automatically.
🧾One shared billing engine — everything here uses what you set in Billing › Settings (common setup, step 3). If a document looks wrong, that's the place to fix it. If you turned on an approval policy, a document waits for sign-off before it can be sent.
8

Log activities & stay on top of tasks

Every call, email and meeting, plus your to-do list — so nothing slips and the whole history is on the record.

Ongoing
Tasks  ·  a contact or deal's timeline
  1. On any contact or deal, use Log activity to record a call, email, note or meeting — building a full history.
  2. Add a follow-up task with a due date so you're reminded to circle back.
  3. Open Tasks to see your working queue — grouped by Overdue / Today / This week. Tick them off as you go.
📌Make it a habit — log the activity and set the next follow-up before you close a deal card. That one habit is what keeps a pipeline from going cold.
Part 3 of 4

Track & grow

Your team is selling. Now set the goals, add a safety check for big deals if you want one, and watch the numbers — most of this reports itself from the work you're already doing.

9

Set targets & watch your forecast

Give the team a number to aim at, and let the CRM project where you'll land — both computed from real deals.

~6 minManagers
Targets

Set a goal per person or team for a month, quarter or year. You set the goal — the CRM measures what's actually been won against it. Nothing to enter by hand.

Targets
Forecasts

See a live projection from your open pipeline — weighted by each deal's probability — so you know where the quarter is heading.

Forecasts
💡Set the goal, not the result — you only enter the target. Attainment and forecast are read straight from your won and open deals, so they're always current.
10

Add an approval gate

Want a manager to sign off before a deal reaches a certain stage — say, before it's marked Won? Set a gate.

~4 minOptional
Approval Gates
  1. Open Approval Gates, pick your pipeline, and choose the stage to protect.
  2. Turn the gate on and choose who approves. From then on, moving a deal into that stage asks for sign-off first.
11

Read your reports

Dashboards that turn all that activity into a picture — win rates, pipeline value, trends and team performance.

Ongoing
Reports  ·  Dashboard
  1. Open the Dashboard for an at-a-glance view, and Reports for the detail — pipeline, win/loss, trends and cohorts.
  2. Where you sell in more than one currency, pick a reporting currency — the CRM never mixes currencies in a single total.
📊There's nothing to set up here — the reports fill themselves from the deals, quotes and tasks your team is already working. Just keep the board tidy.

🎉 Your Sales CRM is ready!

Pipeline built, leads in, deals flowing, quotes going out. Tick off what you've done — it saves on this device — then explore the extra Sales tools below.

Part 1 · Workspace
✓Pipeline & stages set up1
✓Product catalog (optional)2
✓Labels & custom fields (optional)3
Part 2 · Leads & deals
✓Contacts & leads added4
✓Lead automation (optional)5
✓Deals created & moving6
✓Quotations & invoices sent7
✓Activities & tasks logged8
Part 3 · Track & grow
✓Targets & forecasts (managers)9
✓Approval gate (optional)10
✓Reports reviewed11
This checklist is a personal reminder, saved only on this device and browser. It isn't shared with your team. Your real setup lives in the Verdeshell app.
Part 4 of 4 · Optional

Explore the rest of Sales

Your core Sales setup is done. Here's a quick tour of the other tools so you know what's there and where to find it. Turn each on whenever you're ready — anything with a padlock simply isn't in your plan yet.

Organise & connect

🏢
Accounts

Group contacts under the companies they belong to, and see all the deals for a company in one place.

Accounts
🔌
Integrations

Bring leads in from other tools — API keys, inbound webhooks and CSV import — so your CRM stays fed automatically.

Integrations
📄
Documents

Attach files to a contact or deal — proposals, contracts, anything you need on the record.

Documents
🧩
Custom Fields

Add your own fields to contacts, deals and companies for the details your business tracks.

Custom Fields

Reach out

✉️
Email & Campaigns

Send a quick email or run a paced campaign to a list of contacts, with open and click tracking.

Email
💬
WhatsApp

Send a WhatsApp message to a contact, or set events that message customers automatically.

WhatsApp
🔁
Sequences

Automate a series of follow-up steps so no lead goes quiet.

Sequences
🎯
Lead Scoring & Routing

Rank leads by quality and auto-assign them to the right rep.

Lead Scoring / Lead Routing
🤝Need a hand at any point? Email our team at support@verdeshell.com — we're happy to help you get the most out of Verdeshell.