All Collections
Crelate Recruit Guides
Core Records
Creating a New Lead in the Sales Workflow
Creating a New Lead in the Sales Workflow
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

In this video, learn how to create a new sales opportunity in Crelate. We'll explore how to create the record and later manage that opportunity through your sales funnel. See how the process of managing your CRM pipeline in Crelate will work on a day to day basis.

What's Next?

Take a look at content to help continue your learning of Crelate's Sales/CRM functionality.

Did this answer your question?