The Sales Module in Tribe helps you track, manage, and complete your sales opportunities from first contact through to signed agreement. It keeps all related information in one place, including customer interactions, products, quotations, and follow-ups. You might use this feature when managing multiple deals, coordinating with colleagues, or forecasting future revenue. By following this guide, you will learn how to create, manage, and progress sales opportunities using the Sales Module.
Things looking a little different? We're rolling out a new interface, and your account may already have it! If the steps here don't match what you're seeing, head over to How Do I Use the Tribe's New Layout - Tabbed UI? for the updated version of this guide.
Table of Contents
What Does The Sales Module Do?
Why Or When Should You Use It?
How Do I Create A Sales Opportunity?
What Is Shown On The Sales Opportunity Screen?
How Do I Customise Pipelines, Phases, And Sources?
How Do I Track Sales Opportunities?
How Do I Customise The Follow-Up Task Automation?
How Do I Add Products To A Sales Opportunity?
How Do I Create A Quotation?
How Do I Send A Quotation?
How Does Digital Signing Work?
What Does The Sales Module Do?
The Sales Module in Tribe allows you to manage your sales process from start to finish. It brings together all essential information about a potential sale, including contact moments, notes, products, and quotations.
Each sales opportunity acts as a central record where you can track progress, plan follow-ups, and collaborate with colleagues. This helps ensure that no opportunity is forgotten and that every step of your sales process is clearly documented.
Why Or When Should You Use It?
You should use the Sales Module whenever you want to track a potential or active sale. It is especially helpful when managing multiple opportunities at the same time or when working in a team.
The module also supports forecasting and reporting, helping you understand which opportunities are most likely to close and where your revenue is expected to come from.
How Do I Create A Sales Opportunity?
Click the + button in the top-right corner of the search bar.
Select Sales Opportunity.
Enter the relation and the key details of the opportunity.
If the relation does not yet exist, create it directly from this screen.
Select Save And Open to continue entering details.
You can also create a sales opportunity directly from a relation by opening the relation and selecting + Sales Opportunity from the toolbar.
What Is Shown On The Sales Opportunity Screen?
The sales opportunity screen gives you a full overview of everything related to a specific deal. This includes tasks, appointments, emails, quotations, and notes.
Key fields include:
Expected Order Date: Determines when the opportunity appears in your pipeline and forecast.
Estimated Amount: The expected value of the opportunity, used in forecasts.
Final Phase: Mark the opportunity as Won, Lost, or Expired.
Phase: Shows the current stage of the opportunity.
Pipeline: Indicates which pipeline the opportunity belongs to.
Opportunity %: The probability of closing, linked to the selected phase.
Source: Shows where the opportunity originated, such as a campaign or referral.
Note: The forecast in the dashboard is calculated using the estimated amount multiplied by the probability percentage.
How Do I Customise Pipelines, Phases, And Sources?
Customising Pipelines And Phases
Go to Configuration.
Select Activities.
Click Sales Opportunity.
Open the Pipelines tab to add or edit pipelines.
Open the Standard tab to manage phases.
Click + Add to create a new phase.
Enter the name, probability percentage, and whether it is a final phase.
Drag phases using the six-dot icon to change their order.
Customising Sources
Go to Configuration.
Select List Boxes.
Click Source.
Edit an existing value or select + Add to create a new one.
How Do I Track Sales Opportunities?
When a new sales opportunity is created, Tribe automatically creates a follow-up task via a system automation. This helps ensure that every opportunity receives prompt attention. The automation is enabled by default, so no setup is required for standard use.
You can also:
Assign tasks to yourself or colleagues.
Schedule appointments using the Calendar.
Send emails directly from the opportunity.
Add attachments and notes.
All open tasks appear in the My Open Tasks widget on your personal workspace.
Did you know? You can learn more about this in the article How Do I Follow Up On Tasks And Appointments?
How Do I Customise The Follow-Up Task Automation?
Because the follow-up task is created by an automation, admins can adjust it to suit your organisation's workflow — for example, changing the subject, due date, task type, or assigned user. You can also disable the automation entirely if it does not fit your process.
Note: Configuring automations requires an Advanced or Ultimate licence. Users on the Essential licence can disable the automation but cannot modify it.
How Do I Edit Or Disable The Follow-Up Task Automation?
Go to Configuration > Activities > Sales opportunity.
Select the Automations-tab.
Locate the automation named Create follow up task for sales opportunity.
To disable it, move the slider to the left.
To customise it, click the automation to open it, then select Duplicate.
Note: The system-owned automation cannot be edited directly. Duplicate it first, then modify the copy. Once your custom version is ready, disable the original automation to avoid duplicate tasks being created.
What Can Be Customised?
After duplicating the automation, you can change:
Subject — the title of the follow-up task (for example, Schedule a demo with the customer).
Due date — the relative timing of the task (for example, two days after the opportunity is created instead of the same day).
Task type — the category of task assigned.
Appointed to — the user responsible for the task.
How Do I Add Products To A Sales Opportunity?
Once you know what the customer is interested in, you can add products to the opportunity.
Open the sales opportunity.
Select the Products tab.
Click + Product.
Search for the product by name.
Save your selection.
The product data is automatically pulled from your configuration.
Did you know?
You can reorder product lines by dragging them.
You can apply discounts per product or to the entire quotation.
You can add extra descriptions by selecting the three dots at the end of a product line.
How Do I Create A Quotation?
Open the Products tab.
Click the + Quote button.
Select the quotation template.
Enter the validity date.
Select Save And Open.
You can now edit the quotation and preview it using the Example tab. When you are ready, select Submit Quote.
How Do I Send A Quotation?
When submitting a quotation, Tribe gives you several delivery options:
Directly: Open the quotation on your device so the customer can review and sign it immediately.
Through Email: Send the quotation using a pre-filled email with a secure link.
Through Link: Copy the link and share it via another platform.
Download: Save the quotation as a PDF.
Each option allows the customer to review and approve the quotation digitally.
How Does Digital Signing Work?
When a customer opens a digital quotation, they are asked to enter their details and sign online.
Once signed:
The opportunity status updates automatically.
The signed document is attached to the opportunity.
The assigned salesperson receives a notification.
Customers can also request changes or reject the quotation. In both cases, you receive a notification, and the request or rejection is recorded in the system.
Did you know? Once a quotation is marked as won, you can create an invoice directly from the product lines.
Quick Summary
The Sales Module in Tribe helps you manage every stage of your sales process in one place. You can create opportunities, track progress, add products, and send quotations digitally. This ensures clear follow-up, accurate forecasting, and consistent sales management across your team.