Learn the fundamentals of managing leads in EspoCRM. We’ll walk you through the entire process Every closed deal begins as an opportunity. This step-by-step tutorial explains the full lifecycle of a sale in EspoCRM.
Interactive demo — click through at your own pace
In this video guide, you’ll find out how to:
create new opportunity records;
track them through the pipeline stages (from Qualification to Closed Won);
link calls, emails, meetings, tasks, and documents to your opportunities;
navigate Kanban View for better sales pipeline visibility.
Next step
Try it in EspoCRM
Open a working demo and follow the same steps in a real system.
