Category: Core Features

Getting Started with Sales | Custojo Help

Getting Started with Sales

Last Updated: 2026-01-15 Available On: Pro, Enterprise Time to Complete: 5 minutes

TL;DR (Quick Summary)

Sales CRM lets you manage customer accounts, track opportunities, generate quotes, process orders, and handle invoices all in one place. This guide shows you how to access Sales and create your first account in under 5 minutes.

What is Sales?

Sales is a comprehensive customer relationship management (CRM) platform that helps you manage your entire sales process from lead to invoice. Track customer accounts, manage opportunities through your sales pipeline, generate professional quotes, process orders, and handle invoicing—all in one integrated system.

What you can do:

  • ✓ Manage customer accounts and contacts
  • ✓ Track sales opportunities through customizable stages
  • ✓ Generate and send professional quotes
  • ✓ Process sales orders and track fulfillment
  • ✓ Create invoices and track payments
  • ✓ Manage customer support cases
  • ✓ Schedule calls and meetings
  • ✓ View sales analytics and reports

How to Access

Step 1: Navigate to Sales

  1. Log in to your dashboard
  2. In the sidebar, click Sales
  3. You'll see the Sales dashboard with overview statistics

💡 Tip: If you don't see Sales in your sidebar, contact your admin to enable it for your workspace.

Step 2: Explore the Dashboard

The Sales dashboard shows:

  • Total accounts, contacts, opportunities
  • Recent activity
  • Sales pipeline overview
  • Quick access to all Sales features

Quick Start (5 Minutes)

Create Your First Account

Step Action
1 Click Sales in the sidebar
2 Click Accounts → + Create
3 Fill in the required fields: Account Name, Type, Industry
4 Click Save

Example values:

  • Account Name: Acme Corporation
  • Type: Customer (or create new type)
  • Industry: Technology (or create new industry)

What's Next?

Now that you've created your first account, explore these resources:

Resource Description
📖 All Features Discover everything Sales can do
🎯 How-To Guides Step-by-step tutorials for common tasks
❓ FAQ Answers to common questions

Related Topics

Need Help?

Channel Details
Email support@custojo.com
Help Center docs.custojo.com
Live Chat Click the chat icon in the bottom-right corner

Was this helpful? Let us know at support@custojo.com