Does BusinessOps360 have a leads / inquiry pipeline?

Tenant Admin / Owner

What you'll do: No. The CRM Sales module starts at the quote. There's no lead or inquiry capture, qualification, or funnel stage before that.

The detail

BusinessOps360's sales pipeline begins with a customer and a quote — you create the customer record, then raise a quote, which flows through approval, sending, acceptance, and conversion to a sales order. There is no separate "leads" or "inquiries" area to capture and qualify prospects before a quote exists.

What to do

Track early-stage prospects in whatever tool you use for that, and create the customer and quote in BusinessOps360 once you're ready to price a deal.