Sales
Manage sales from the first customer conversation through quotes, packages and subscriptions.
Open the guides below for work in this area. Use Sales on web or Business → Sales on desktop. Navigation depends on enabled modules and read access.
Modules and settings
Leads and pipeline
Sales teams track progress toward buying. Customers identify people; leads track the sales pursuit and calls.
Leads and pipeline settings
Options, screen paths and defaults.
Customers
Sales, Shop, Bookings and Inbox share customer records. Teams keep people, companies, identities and addresses together.
Customers settings
Options, screen paths and defaults.
Quotes
Sales teams prepare quotes with lines, tax, PDFs and expiry. Customer response links and revisions preserve offer history.
Quotes settings
Options, screen paths and defaults.
Packages
Teams bundle services/classes into periods, prices and session allowances. Sales create subscriptions; bookings redeem sessions.
Packages settings
Options, screen paths and defaults.
Customer subscriptions
Sales teams manage customer packages and recurring memberships, separate from Era AI provider plans.
Customer subscriptions settings
Options, screen paths and defaults.
Document requests
Sales/admissions issue expiring upload links to leads. Files are reviewed in the lead’s Documents tab without recipient sign-in.
Document requests settings
Options, screen paths and defaults.