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Sales pipeline

Sales pipeline

Manage upcoming opportunities and forecast future revenue like a freaking boss.

6 articles
Geoff Mina avatarMichelle Lee avatar
Written by Geoff Mina and Michelle Lee

Sales pipeline

Manage all of your upcoming opportunities with forecasting and tracking built in.
Geoff Mina avatar
Written by Geoff Mina. Updated over a week ago

Add an opportunity

How to add an opportunity for tracking in your sales pipeline.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Associate items with an opportunity

Keep all of the details together for your upcoming work. Add it to your sales pipeline from anywhere in Hectic.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

What to create for your workflow automations

We recommend setting up these items to make creating your workflow automations a breeze.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Workflow automation widgets

What each of the blocks does to automate your business.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Common automations

Make these things happen automatically in Hectic. Here's how and where to set it up.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago
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