Manage your sales process from prospect to customer and all the steps in between!
Learn more about opportunities in Autotask, which are potential sales.
ADMIN: Configuring your sales process
Learn how to set up the products you are selling, the information you track with a sale, your sales process: all these and more!
Quote to billing workflow overview
Follow this workflow from quote through delivery all the way to billing.
Searching and managing opportunities
Learn how to search for and manage opportunities from several places within Autotask.
Adding and editing opportunities
Learn about the New Opportunity window, where you'll add and edit opportunities (forecasted business).
Closing opportunities you have won
Use the Won Opportunity Wizard to automatically complete tasks when you have closed a sale.
Find and manage your quotes in Autotask.
The Kaseya Quote Manager integration
Create and manage quotes in Kaseya Quote Manager (formerly Datto Commerce).
Learn all about sales orders, which allow you to track quoted products after the quote is accepted and the deal is closed.
Onboarding a new customer in Autotask
When you win a new customer, you'll transition the account from sales to service delivery. This topics shows you how.
