Sales FAQ
Last Updated: 2026-01-15
Find answers to frequently asked questions about Sales CRM. Can't find your answer? Contact support@custojo.com.
Quick Answers
| Question | Quick Answer |
|---|---|
| What is Sales? | Comprehensive CRM for managing accounts, opportunities, quotes, orders, and invoices |
| Who can use it? | Company/Workspace users with Sales module enabled |
| How do I access it? | Sidebar → Sales |
| Is it included in my plan? | Pro and Enterprise plans |
General Questions
Q: What is Sales?
A: Sales is a comprehensive customer relationship management (CRM) platform that helps you manage your entire sales process. You can track customer accounts, manage opportunities through a sales pipeline, generate quotes, process orders, and handle invoicing—all in one integrated system.
Q: Who can use Sales?
A: Sales is available for Company and Workspace users. Your admin needs to enable the Sales module for your workspace and add it to your subscription plan.
Q: How do I access Sales?
A:
- Log in to your dashboard
- Click Sales in the sidebar
- You'll see the Sales dashboard
Features Questions
Q: Can I import accounts and contacts?
A: Yes! Here's how:
- Go to Sales → Accounts (or Contacts)
- Click Import button
- Download the template CSV
- Fill in your data
- Upload the CSV file
- Map columns and import
Q: How do I convert a quote to an order?
A:
- Open the approved quote
- Click Convert or Convert to Order
- Review order details
- Confirm conversion
- Order is created with all quote items
Q: Can I track invoice payments?
A: Yes! Invoice status tracks payments:
- Open — Created, not sent
- Not Paid — Sent, awaiting payment
- Partially Paid — Partial payment received
- Paid — Fully paid
- Cancelled — Cancelled
Update status manually or through payment integrations.
Q: How many accounts can I create?
A: You can create:
- Pro Plan: Unlimited accounts
- Enterprise: Unlimited accounts
Workflow Questions
Q: What's the complete sales workflow?
A: The typical workflow is:
- Create Account → 2. Create Contact → 3. Create Opportunity → 4. Create Quote → 5. Convert Quote to Order → 6. Create Invoice → 7. Track Payment
Each step links to the previous one, maintaining a complete sales history.
Q: Can I create a quote without an opportunity?
A: Yes! You can create quotes:
- From an opportunity (recommended)
- Directly from an account
- Manually without linking
Q: How do I set up my sales pipeline stages?
A:
- Go to Sales → Opportunity Stages (or Settings)
- Click + Create
- Add stage names in order (e.g., Qualification, Proposal, Negotiation, Closed Won)
- Set the order/sequence
- Save
Troubleshooting
Q: Why can't I see Sales in my sidebar?
A: This usually means:
- The addon isn't enabled for your workspace - contact your admin
- Your plan doesn't include this feature - check your plan details
- You don't have the required permissions - ask your admin to grant access
Q: I'm getting an error when I try to create a quote. What should I do?
A:
- Ensure you have an account selected
- Make sure you have products/services available (check Product & Service module)
- Refresh the page (Cmd + Shift + R)
- Clear your browser cache
- If the issue persists, contact support
Q: How do I change the quote/invoice template?
A:
- Go to Sales → Quotes (or Invoices)
- Open any quote/invoice
- Click Template Settings or Preview
- Select template and color scheme
- Save settings
Billing & Plans
Q: Is Sales included in my plan?
A: Sales is included in:
- ✓ Pro Plan
- ✓ Enterprise Plan
- ✗ Not included in Free Plan
Check your plan details or contact your admin.
Still Have Questions?
| Channel | How to Reach Us |
|---|---|
| support@custojo.com | |
| Live Chat | Click the chat icon in your dashboard |
| Help Center | docs.custojo.com |
Related Resources
- 🚀 Getting Started with Sales — New user guide
- 🔧 Sales Features — Full feature list
- 🎯 How-To Guides — Step-by-step tutorials
Was this helpful? Let us know at support@custojo.com