Welcome to the Sales Module in Tribe!
This article brings together all training videos that will help you get started with managing your sales pipeline in Tribe daily.
The videos are short, practical, and designed for end users. They guide you through the most important parts of the Sales module, including how leads are captured and qualified, how sales is structured, how to create and manage opportunities, how to build and send quotes, how to keep your pipeline up to date, and how to use dashboards to stay in control of your commercial activities.
We recommend watching the videos in the suggested order and taking time to practice along the way. Tribe works best when it's used consistently, and these videos focus on helping you understand how to work with the Sales module in your day-to-day activities.
Step 1. The Foundation of Sales in Tribe
Before we start using the sales module, it’s important to understand how the Sales module is structured. This step covers two things. First, you’ll learn how the Lead Activity works: the dedicated pipeline for capturing and qualifying inbound contacts before they enter your formal sales funnel. Second, you’ll learn about commercial relationship types in Tribe, which help you organise both active and potential customers efficiently. Once you understand both, everything else in the Sales module becomes logical and intuitive.
Assignment
If your organisation uses the Lead Activity, check how it is set up in your environment. Ask your administrator which statuses are used and what the process is for qualifying a lead, who is doing what and when.
If your organization does use the Lead Activity create one and check the available fields and phases.
Check which commercial relationship types are active in your environment.
Note that Lead and Individual Lead are no longer used as relationship types — these are now handled through the Lead Activity. Make sure you understand which type applies in which situation, and ask your administrator for internal guidelines if needed.
Create a potential customer and select the correct relationship type for this relation.
Step 2. Creating a Sales Opportunity
Now that you understand the foundation of sales in Tribe, it’s time to take the next step: creating a sales opportunity. An important question to ask yourself is: when do you create one? If your organisation uses the Lead Activity, a sales opportunity is created automatically when a lead is qualified — you don’t need to create it manually. If you’re creating an opportunity directly, do so when there is concrete sales potential: when a client requests a proposal, when pricing is being discussed seriously, or when a project scope is being defined. These are your trigger moments.
Always create sales opportunities from the relationship. Link them to the right contact person, enter clear and accurate details, select the correct phase, add relevant products, and plan your next activity to keep momentum going.
Watch: Creating a Sales Opportunity
Assignment
Create a sales opportunity (manually or by qualifying a lead) and fill in all essential details: use a clear subject, select the right contact person, choose the correct phase, enter the expected amount, and fill in the expected order date.
Open the Details tab and review which additional fields are available in your environment.
Go to the Activities tab and open the automatically created task. Ask yourself: what is the next step? Make sure it is planned.
Go to the Products tab and add the products you want to offer.
Step 3. Managing Your Pipeline
You've created sales opportunities. Now it's time to manage them. Your pipeline is not just administration: it's your revenue engine. If your pipeline is inaccurate, your forecast becomes unreliable. If activities are unclear, deals slow down. And if phases don't reflect reality, your team loses visibility. Managing your pipeline is how you turn potential into predictable revenue.
By actively keeping phases, expected order dates, and activities up to date, you create visibility, predictability, and commercial momentum. Take a moment to review one of your own sales opportunities: check the fields, update the phase if needed, and make sure a next activity is planned.
Watch: Managing Your Pipeline
Assignment
Review and update the three most important elements of a sales opportunity where needed: phases, products, and activities.
Check your task list in My Workspace to make sure no follow-up activities are missed.
Add the My Sales Pipeline widget to your workspace. Open the underlying list view to see the details, filter by phase or group opportunities by phase, and calculate the total value of your pipeline.
Step 4. From Opportunity to Quote
You've been creating opportunities and managing your pipeline. Now it's time to turn that opportunity into action by creating a quote. A quote is your commercial proposal: your positioning and your value, translated into numbers.
Confirm that the scope is clear, add products accurately, and generate the quote directly from the opportunity. Always send using quotation and email templates; if any templates are missing, reach out to your administrator. Plan your follow-up after sending and keep the status updated. As a practical exercise: create a test opportunity, link it to a contact using your own email address, and send a quotation to yourself to see exactly what it looks like.
Watch: From Opportunity to Quote
Assignment
Create a quote from a sales opportunity: fill in the correct details, select the right template, and preview it before sending. Adjust the content if needed.
Send the quote directly from Tribe to the customer. Note: when you send an email from Tribe, it is actually delivered. Use a contact with a test email address or your own address when practising.
Check whether the phase of the opportunity is automatically updated after sending.
Plan your follow-up activity.
Step 5. Sales Insights & Reporting
Dashboards in Tribe help you understand your sales performance at a glance. The lead dashboard tracks your inbound pipeline from first contact through to qualification. The sales dashboard gives you visibility into your pipeline so you can make informed decisions and manage your work efficiently. In this step, you’ll learn how to use dashboards and the widgets and views which they capture. This way you’ll be able to gain meaningful insights from your sales data.
Watch: Using the Standard Lead Dashboard
Watch: Sales Insights & Reporting
Assignment
Review the sales dashboard and make sure you understand what each widget shows.
Open the underlying list views to explore the data in more detail.
Open the widget library and add additional widgets to your dashboard — for example: Forecast (weighted), Sales pipeline per employee.
Pin a sales opportunity and create a shortcut to an important deal.
Explore how the column view layout works.
Open the Lead dashboard. Switch between the dashboard view, list view and the Kanban view. Filter by status to see which leads need follow-up today
Quick Summary
Understanding why certain choices are made in your CRM setup is just as important as knowing how to use the tools. For that reason, we recommend reaching out to the internal owner of your CRM for additional context and guidance.
Use this article as your go-to reference whenever you need a quick refresher or when onboarding new colleagues. It's designed to support you throughout your journey with Tribe and help you build confidence in managing your sales process.
Let's get started!