Key takeaways
- Sales Inbox is your wholesale-only inbox: every email and task you need to act on today. Aim to clear it every day.
- Opportunities is your sales pipeline. Move each opportunity through stages that match how you sell, such as Interested → Sample Sent → Sample Delivered → Order Pending → First Order.
- Businesses lists every lead and customer. Opening a business from any of these pages takes you to the same business page.