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.
