CRM & Sales
Capture and qualify leads, manage your sales pipeline, log activity, and prepare proposals — with AI drafting help you approve.
#Articles in this category
How to create a lead
A lead is a potential customer. You can add one manually so your team can qualif
How to import leads
You can bring existing leads into DevSphere OS in bulk instead of adding them on
How to manage your sales pipeline
The pipeline shows your opportunities by stage so you always know what needs att
How to schedule a follow-up
Follow-ups are scheduled next steps that keep deals and relationships moving so
How to draft a sales email with AI
The Sales AI can draft outreach and follow-up emails for a lead. It prepares a d
How to create a proposal
Proposals let you prepare and share a formal offer for a deal, moving it closer
#Learning path
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?