Sales

• CRM
  • Organize the pipeline
    • Lost opportunities
      • Mark an opportunity as lost
      • Create/edit lost reasons
      • View lost opportunities
        • Sort opportunities by lost reason
      • Restore lost opportunities
        • Restore multiple opportunities at once
      • Manage lost leads
        • Mark a lead as lost
        • Restore lost leads
        • Restore multiple leads at once
    • Merge similar leads and opportunities
      • Identify similar leads and opportunities
        • Comparing similar leads and opportunities
      • Merging similar leads and opportunities
      • When leads/opportunities should not be merged
        • Lost leads
        • Different contact within an organization
        • Existing duplicates with more than one salesperson
        • Contact information is similar but not exact
    • Manage sales teams
      • Create a sales team
        • Add sales team members
      • Enable multi teams
      • Sales team dashboard
  • Acquire leads
    • Convert leads into opportunities
      • Configuration
      • Convert a lead into an opportunity
    • Create opportunities from web contact forms
      • Customize contact forms
        • Customize contact form fields
      • View opportunities
    • Create leads (from email or manually)
      • Configure email aliases
        • Leads created from email
      • Manually create leads
        • Manually create opportunities
    • Create and send quotations
      • Create a new quotation
        • Order lines
          • Product catalog
      • Preview and send quotation
      • Mark an opportunity won or lost
    • Lead mining
      • Configuration
      • Generate leads
        • View leads
      • Pricing
  • Assign and track leads
    • Assign leads with predictive lead scoring
      • Predictive lead scoring
        • Configuration
        • Change the probability manually
      • Assign leads based on probability
        • Configure rule-based assignment
        • Configure assignment rules
    • Unattended leads report
      • Create an unattended leads report
        • Add custom filters
          • Add filter for past due activities
          • Exclude unassigned leads
          • Add a Sales team
      • View results
    • Quality leads report
      • Create a quality leads report
        • Add custom filters
          • Add a starting date filter
          • Add a sales team filter
          • Exclude unassigned leads
          • Include archived leads
          • Add rules for quality leads
            • Define a quality lead
      • View the report
    • Resellers
      • Configuration
      • Partner levels
      • Partner activations
      • Partner assignments
      • Publish partners
    • Marketing attribution reports
      • Leads Analysis dashboard
      • Add UTM parameters
        • Create UTMs
      • Create reports
      • Export reports
    • Lead distribution report
      • Create lead distribution reports
        • Essential filters
          • Lead creation date
          • Sales team
          • Contact method
          • Active status
          • Group by
        • Filter for quality leads
  • Analyze performance
    • Pipeline Analysis
      • Navigate the pipeline analysis page
        • Search options
          • Add custom filters and groups
        • Measurement options
        • View options
      • Create reports
        • Win/Loss reports
          • Customize win/loss reports
      • Save and share reports
    • Expected revenue report
      • Create an expected revenue report
        • Add custom filters
          • Add filter for expected closing date
          • Exclude unassigned leads
          • Add a filter for sales teams
      • View results
        • View options
    • Forecast report
      • Navigate the forecast report
        • Expected closing date
        • Prorated revenue
      • View results
  • Optimize your Day-to-Day work
    • Enrich contacts with partner autocomplete
      • Configuration
      • Enrich contacts with corporate data
      • Pricing
    • CRM Gamification
      • Configuration
      • Create badges
      • Create a challenge
        • Create assignment rules
        • Add goals
        • Add rewards
    • Utilize activities for sales teams
      • Activity types
        • Create a new activity type
          • Activity settings
            • Action
            • Default user
            • Default summary
          • Next activity
            • Suggest next activity
            • Trigger next activity
      • Activity tracking
      • Activity plans
        • Launch an activity plan
    • Lead enrichment
      • Lead enrichment set up
      • Enrich leads
        • Automatically enrich leads
        • Manually enrich leads
      • Pricing
• Sales
  • Sales quotations
    • Sales flow overview
    • Sales quotations in business deals
    • Key components of a sales quotation
      • Create quotations
        • Quotation settings
        • Quotations dashboard
        • Create quotation
          • Order Lines tab
          • Optional Products tab
          • Other Info tab
            • Sales section
            • Delivery section
            • Invoicing section
            • Tracking section
          • Notes tab
        • Sending and confirming quotations
      • Quotation templates
        • Configuration
        • Create quotation templates
          • Lines tab
          • Optional Products tab
          • Terms & Conditions tab
        • Use quotation templates
        • Mass cancel quotations/sales orders
      • Optional products
        • Optional products on quotations
        • Optional products on quotation templates
      • Online signatures for order confirmations
        • Activate online signatures
        • Order confirmations with online signatures
      • Online payment order confirmation
        • Activate online payments
        • Payment providers
        • Register a payment
      • Quotation deadlines
        • Quotation expiration
        • Quotation template expiration
      • Deliveries and invoices to different addresses
        • Settings
        • Contact form configuration
        • Address added to quotations
      • Product variants on quotations and sales orders
        • Settings
        • Product configuration
        • Product configurator
        • Order grid entry
      • PDF quote builder
        • Configuration
        • Add PDF as Header/Footer
        • Dynamic text in PDFs
          • Dynamic text values
        • Add PDF to product
          • PDF form configuration
        • PDF quote
  • Invoicing Method
    • Invoice based on delivered or ordered quantities
      • Invoicing policy features
      • Invoicing policy on product form
      • Impact on sales flow
    • Down payments
      • Create invoices
      • Initial down payment request
      • Example: request 50% down payment
      • Example: request 100% down payment
      • Income account modification on down payments
    • Pro-forma invoices
      • Configuration
      • Send pro-forma invoice
    • Invoicing based on time and materials
      • App and settings configuration
      • Service product configuration
      • Add time spent to sales order
      • Invoice time spent
      • Expenses configuration
      • Add expenses to sales order
      • Invoice expenses
      • Purchase configuration
      • Add purchase to sales order
      • Invoice purchase
    • Invoice project milestones
      • Create milestone products
      • Invoice milestones
    • Reinvoice expenses to customers
      • Expenses application
      • Add expenses to sales orders
      • Reinvoice expense
  • Products & Prices
    • Manage your products
      • Import products
        • Import template
        • Customize product import template
        • Import product template spreadsheet
        • Import relation fields, attributes, and variants
          • Relation fields
          • Attributes and values
          • Product variants
      • Product variants
        • Configuration
        • Attributes
          • Attribute values
            • Colors
        • Product variants
          • Configure variants
          • Variants smart button
        • Impact of variants
      • Product images with Google Images
        • Configuration
          • Google API dashboard
          • Google Programmable Search dashboard
          • Progrid
        • Product images in Progrid with Google Custom Search API
    • Manage your pricing
      • Pricelists
        • Configuration
          • Creating and editing pricelists
          • Price Rules tab
          • Recurring Prices tab
          • Rental rules tab
          • Ecommerce Tab
        • Customer pricelist application
          • Conditions
      • Foreign currencies
        • Settings
        • View, edit, and add currencies
          • Currency detail form
          • Main currency detail form
        • Create new currency
        • Currency-specific pricelists
        • Auto-conversion from public price
        • Set product prices
      • Discounts
        • Discounts on product lines
        • Discount button
    • Returns and refunds
      • Before invoicing
      • After invoicing
    • Use eWallets and gift cards
      • eWallets
      • Gift cards
    • Discount and loyalty programs
      • Configure the settings
      • Configure discount and loyalty programs
        • Program types
        • Conditional rules
        • Rewards
  • Commissions
    • Configuration
    • Commission plan structure
      • Target-based commission plans
      • Levels
      • Achievement-based commission plans
      • Achievements
    • Plan approval
  • Amazon Connector
    • Amazon Connector features
      • Supported features
      • Supported marketplaces
    • Amazon Connector configuration
      • Connect Amazon Seller account to Progrid
      • Amazon orders in Progrid
      • Product tax configuration
      • Add a new marketplace
    • Amazon order management
      • Order synchronization
      • Force synchronization
      • Manage deliveries in FBM
        • Manage errors when synchronizing deliveries
      • Follow deliveries in FBA
      • Invoice and register payments
        • Issue invoices
        • Register payments
      • Follow Amazon sales in sales reporting
  • Shopee Connector
    • Supported features
    • Shopee supported marketplaces
      • Shopee Connector configuration
        • Connect Shopee seller account to Progrid
        • Authorization and account registration
          • Shopee seller account selection/login
          • Granting access to Progrid
        • Account registration and Shopee shop creation
          • Post-synchronization configuration
        • Shopee orders in Progrid
        • Product tax configuration
        • Add a new marketplace
          • Automatic synchronization
      • Shopee order management
        • Product catalog mapping
          • New Progrid customers with no existing products
          • Existing Progrid customers with products already in Progrid
        • Order synchronization
        • Force synchronization
        • Manage deliveries in FBM
          • Shopee delivery statuses
        • Follow deliveries in Progrid
          • Order fulfillment process
        • Register payments
        • Analyzing Shopee sales with Progrid’s reporting
          • Setting up sales teams for Shopee reporting
  • Gelato
    • Configuration
      • Configure API keys and webhooks in Gelato
        • API Key
        • Webhook
      • Configure Gelato connector in Progrid
    • Synchronizing Gelato products with Progrid Sales
      • Progrid Sales product
      • Product variants
      • Order a Gelato product from Progrid
• Members
  • Membership products
  • Activate a membership
  • Membership status
  • Publish members directory
    • Publish individual members
      • Members analysis
        • Navigate the report
        • View results
• AI Lead Research
  • Overview
    • Purpose
    • Target users
      • Sales and marketing teams
      • System administrators
    • Provider ecosystem
      • Search providers
      • LLM provider
    • Pipeline concept
      • Phase 1: Search
      • Phase 2: Fetch
      • Phase 3: Normalize
      • Phase 4: Score
      • Phase 5: Store
      • Phase 6: Deliver
    • Module information
  • Security
    • User groups
      • AI Research User
      • AI Research Manager
    • Assigning groups
    • Record rules
      • Research job ownership
      • Result visibility
      • Cache isolation
    • Menu access
  • Workflows
    • Creating research jobs
      • Accessing the wizard
      • Wizard fields
        • Basic information
        • Provider selection
        • Deliverables
      • Using presets
        • Contractors with outdated websites
        • Local service providers
        • Competitor analysis
      • Launching the job
      • Job status progression
      • Monitoring a running job
    • Managing results
      • Viewing results
      • Result views
        • Kanban view
        • List view
      • Filtering and searching
        • By confidence score
        • By activity status
        • By job
      • Result detail view
        • Business information
        • Scoring information
        • Related records
      • Creating CRM leads from results
        • Automatic lead creation
        • Manual lead creation
      • Partner deduplication
      • Exporting results
    • Provider setup
      • Accessing provider settings
      • Groq (LLM provider)
        • Obtaining an API key
        • Configuring in Progrid
        • Free tier limits
      • Brave Search
        • Obtaining an API key
        • Configuring in Progrid
        • Free tier limits
      • Tavily
        • Obtaining an API key
        • Configuring in Progrid
        • Free tier limits
      • Testing connections
        • Provider status page
        • Testing a provider
      • Choosing a search provider
    • Configuration
      • General settings
        • Default provider
        • Default max results
        • Default deliverables
      • Cache settings
        • Cache duration
        • Cache management
      • Rate limiting
        • Groq rate limits
        • Search provider rate limits
        • Fetch settings
      • System parameters
  • Troubleshooting
    • API and provider errors
      • “API key not configured” error
      • “401 Unauthorized” or “403 Forbidden” from provider
      • “429 Too Many Requests” or rate limit errors
      • “Connection timeout” or network errors
    • Low confidence results
      • Results consistently below 50% confidence
      • Most results marked as “Unclear” activity status
    • No results found
      • Job completes with zero results
      • Job stuck in “Searching” status
    • Cache issues
      • Stale data in results
      • Cache consuming too much storage
    • Queue and processing issues
      • Job stuck in “Queued” status
      • Job fails repeatedly on the same phase
    • Permission errors
      • “Access Denied” when creating a research job
      • Cannot access Configuration menu
• CRM Custom Views
  • Quick Start
    • For Sales Representatives
    • For Sales Managers
  • Module Components
    • Core
      • Overview
        • Purpose
        • Target Users
          • Sales Representatives
          • Sales Managers
        • Key Concepts
          • Lead Naming Rules
          • Pipeline Creation Settings
        • How Naming Rules Work
        • Security Model
        • Next Steps
    • Workflows
      • Lead Naming Rules
        • Accessing Naming Rules
        • Creating a Naming Rule
          • Pattern Configuration
          • Empty Field Handling
        • Editing a Naming Rule
        • Activating and Deactivating Rules
        • Bulk Apply Wizard
        • Best Practices
        • Next Steps
      • Pipeline Creation Settings
        • Accessing Pipeline Settings
        • Understanding Pipeline Creation
        • Configuring Creation Behavior
          • Quick-Create vs. Full Form
          • Default Values
          • Field Configuration
        • Per-Team Configuration
        • Best Practices
        • Next Steps
    • Support
      • Troubleshooting
        • Naming Rule Issues
          • Lead name not generating automatically
          • Generated name looks wrong
          • Bulk apply wizard not working
          • Multiple naming rules conflict
        • Pipeline Settings Issues
          • Quick-create dialog unchanged after settings update
          • New leads not getting default values
        • Getting Help
• CRM Attribution
  • Quick Start
    • For Sales Representatives
    • For Marketing Managers
  • Module Components
    • Core
      • Overview
        • Purpose
        • Target Users
          • Marketing Managers
          • Sales Representatives
          • Data Analysts
        • Key Concepts
          • Google Click IDs
          • UTM Parameters
        • Data Model
        • How Attribution Tracking Works
        • Security Model
        • Next Steps
    • Workflows
      • Tracking Setup
        • How Click IDs Get Captured
        • Configuring Google Ads URLs
        • UTM Parameter Setup
          • Building Tracked URLs
          • Combining Click IDs with UTM Parameters
        • Website Integration
          • Web Form Integration
          • API Integration
        • Viewing Attribution Data on Leads
        • Offline Conversion Tracking
        • Best Practices
        • Next Steps
    • Support
      • Troubleshooting
        • Click ID Issues
          • gclid not appearing on leads
          • gbraid or wbraid not capturing
        • UTM Issues
          • UTM parameters not captured
          • UTM values inconsistent across leads
        • Attribution Reporting Issues
          • Cannot identify which ad generated a lead
          • Offline conversion upload fails
        • Getting Help