← Modules
Sales Flows
Coming SoonLead routing, follow-up reminders and pipeline reporting for commercial teams.
Sales Flows — instruction slides1 / 4
Module 4 · Overview
Sales Flows
- Commercial automations for lead handling and reporting
- Currently in documentation phase
- Standard licence only, no premium connectors
Placeholder deck — slides and video walkthrough will be replaced with the final content.
Lead Routing
Coming SoonAssigns each inbound lead to the right rep by territory, size and availability, then confirms in Teams.
View moduleFollow-up Reminder
Coming SoonWatches deal activity dates and nudges the owner before an opportunity goes cold.
View modulePipeline Report
Coming SoonWeekly pipeline snapshot by stage and owner, posted to Teams with a CSV archived in SharePoint.
View module