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.
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 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?
Tribe automatically creates a follow-up task when you add a new sales opportunity. This helps ensure that every opportunity receives attention.
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 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.