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 understanding how sales is structured, creating and managing opportunities, building and sending quotes, keeping your pipeline up to date, and using 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 creating opportunities, it's important to understand how the Sales module is structured. This guide covers the foundation of customer types in Tribe, helping you organise both active and potential customers efficiently. Once you know how sales in Tribe works, everything else becomes logical and intuitive.
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? You create a sales opportunity when there is concrete sales potential. Not when you've just met someone at an event, but when there's a real chance of a deal. For example, 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
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
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
Step 5. Sales Insights & Reporting
The Sales Dashboard helps you understand your sales performance at a glance. It 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, widgets, and views to gain meaningful insights from your sales data.
Dashboards and opportunities work together in Tribe to support your entire sales process. Use opportunities to structure your deals and maintain discipline in your pipeline. Use dashboards as steering instruments to support better commercial decisions. With regular use, these tools help you maintain visibility and manage your sales process more effectively.
Watch: Sales Insights & Reporting
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!