The sales module in Tribe helps you manage your full sales process in one clear workflow, from the first opportunity to a signed quotation. It brings together customer information, contact moments, quotations, and follow-up actions in a single place. You might use this feature when you want better visibility of your sales pipeline and more control over daily sales work. By following this guide, you will understand what the sales module offers and how to activate it for your organisation.
Table of Contents
What Does The Sales Module Do?
Why Or When Should You Use It?
Key Features Of The Sales Module
How Do I Activate The Sales Module?
Where Is The Sales Module Displayed?
What Does The Sales Module Do?
The sales module allows you to record and manage the entire sales process within a sales opportunity. Each opportunity contains all relevant information, from the first contact to quotation approval. This supports a structured approach to sales and keeps all steps clearly documented. It also helps you track progress and outcomes across all active opportunities.
Why Or When Should You Use It?
You might use the sales module when you want a clear overview of ongoing sales activities and future revenue. It is useful when sending quotations, following up with prospects, or coordinating sales work within a team. The module helps you stay organised and respond quickly to changes in the sales process. Using it consistently supports better forecasting and decision-making.
Key Features Of The Sales Module
The sales module supports flexible working by giving you access to sales information on desktop, smartphone, and tablet. You can record tasks, notes, leads, and follow-up appointments directly after meetings, keeping information up to date.
You can create professional quotations using templates in your own corporate identity. By adding product rules to a sales opportunity, you can generate a quotation and review a preview before sending it. Customers receive a link where they can approve, reject, request changes, or download the quotation as a PDF.
Automation options help reduce manual work. You can receive notifications when quotations are signed and automatically create follow-up tasks. The sales dashboard provides insight into performance through widgets showing the sales pipeline, forecasts, and progress per phase.
Did you know? The sales dashboard can be expanded with custom widgets and views to focus on the information most relevant to your sales process.
How Do I Activate The Sales Module?
Only administrators can activate the sales module.
Click the Organisation icon in the top right of the blue bar.
Select Account settings.
Click Add/Remove modules.
Tick the Sales module option.
Click Get started.
The sales module is now active and ready for use.
Where Is The Sales Module Displayed?
The sales module is available wherever sales opportunities are used in Tribe. You can access it on both desktop and mobile devices. The sales dashboard is displayed within the sales area and allows you to open and manage individual opportunities directly.
Quick Summary
The sales module in Tribe supports the full sales process, from opportunity creation to quotation approval. It brings sales information, quotations, and follow-up actions together in one place. By activating and using the module, you can manage sales activities with clearer structure and better oversight.