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- Opportunity card and workflow
- Opportunity list, Kanban, filters, and templates
- Lead list, Kanban, filters, and templates
- Creating and managing Leads
- Opportunity processes, stages, conditions, and automation
- Merging Contacts and bulk actions
- Importing Contacts and Contact people
- Contact settings
- Opportunity PDF, DOCX, email, and document templates
- Creating and editing an Opportunity
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- Partial and full payments and document status
- Contract list, filters, and templates
- Sending Proforma Invoices, PDFs, and files
- Credit note, sending, PDF, and files
- Imported payments and their recognition
- Overpayments and their application
- Payments register search, filters, and templates
- Contract Addenda, Installments, and Extensions
- Proforma Invoice settings and permissions
- Credit Notes settings and permissions
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- Prices, Cost, and Price Levels
- Creating Stock Transfer, Items, and serial numbers
- Order statuses and Goods Receipt
- Stock levels, warehouses, and critical quantity
- Creating Goods Receipt manually or from Order
- Orders settings, statuses, and permissions
- Goods Receipt card, files, Excel, and settings
- Creating a new Order for a supplier
- Item list, categories, filters, and views
- Creating Stock Write-off and linking to other records
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- Ticket list, filters, and creating a Ticket
- Tickets via email and the customer portal
- Asset list, filters, and map
- Creating an Asset, its card, and status
- Tickets files, notes, and links to other modules
- Asset Contacts, assignees, and customer portal
- Asset Tasks, files, and history
- Tickets card, assignees, and deadlines
- Tickets report, automation, and settings
- Asset links and module settings
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