---
title: Welcome to an organized sales process
description: How to manage a lead and opportunity in Poologics
---

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# Welcome to an organized sales process

## How to manage a lead & opportunity in Poologics.

Managing your sales process just got a whole lot easier! Check out the video to see the whole process at work. We cover: 

- Lead Capture Form
- Assigning Leads
- Adding Lead information, Updating Lead Statuses, and tags
- Logging Notes, Uploading Documents
- Scheduling Activities such as a note to call someone and scheduling the onsite consultation
- Templatized Meeting Intake form
- Creating an estimate, using pricebooks and price groups, custom take offs, and generated a beautiful proposal
- Capturing the client's signature electronically

![](https://play.vidyard.com/ohh67K8fzUxWXwVouadryQ.jpg)

 

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