Sales Cloud
Everything you need to capture leads, work deals, send quotes and close revenue.
Sales Cloud
The Sales module covers the full lead-to-cash journey. The same record flows from the first inbound enquiry all the way to a signed contract, and every team member can see exactly where each deal stands.
The big picture
A typical deal looks like this:
Lead ──► Account + Contact ──► Opportunity ──► Quote ──► Contract
(prospect) (qualified) (active deal) (proposal) (signed)You bring leads in, qualify them, convert them into an account, work the opportunity through 7 sales stages, send a quote, and close it as a contract. Activities (calls, meetings, follow-ups) hang off each step.
What's included
| Area | What it does |
|---|---|
| Leads | Capture and qualify new enquiries before they become real deals. |
| Accounts | The companies you do business with — prospects, customers, partners. |
| Contacts | The people at those companies — decision-makers, end-users. |
| Opportunities | Active deals being worked through the pipeline. |
| Pipeline Management | How stages, probability and forecasting work. |
| Forecasting | Pipeline snapshots per owner and period — quota, commit, best case and attainment. |
| Quotes | Pricing proposals tied to opportunities, with line items and discounts. |
| Activities | Tasks — what you still owe a customer, on any record. |
| Meetings & Calls | Meetings and calls logged or booked as events, with attendees and interaction history. |
What the system does for you automatically
You don't need to do these manually — HotCRM handles them in the background:
- Lead scoring — every new lead gets a 0-100 score based on company size, industry, job title and engagement.
- Hot lead alerts — leads with a rating of 4+ stars get the next follow-up date set to today and notify the owner.
- Probability update — when you move an opportunity to a new stage, the win probability updates automatically (Prospecting 10% → Closed Won 100%).
- Expected revenue —
amount × probabilityis calculated for you. - Big-win notifications — when a deal of $100K or more is marked won, sales management is notified by email.
- Quote expiration — quotes that pass their expiration date are auto-marked as expired every night.
- Discount approval — opportunities over $500K are automatically routed to your sales manager and director for approval.
Sales AI skills
The sales skills are built into the platform assistant. When you open a lead, account or opportunity, it can:
- Qualify a lead using the BANT method (Budget, Authority, Need, Timeline) and give you a score.
- Draft outbound emails personalised for the contact and grounded in the product catalog.
- Forecast revenue and flag deals that look at risk.
- Summarise an account before your next meeting (Customer 360).
Just type into the chat: "qualify this lead", "draft a follow-up email", "what's at risk this quarter?"
Where to find things
The HotCRM app sidebar groups everything under Sales, and that group carries nine entries — seven object entries plus two that open something other than an object list:
- Leads · Accounts · Contacts · Opportunities · Quotes · Contracts · Products
- Account Workbench — a second, curated way into accounts, sitting right under Accounts in the group. It reuses the All Accounts view's columns, filter and sort, and adds three quick filters (industry, type, owner); view management and advanced filtering are deliberately not offered. Same records as Accounts, a narrower screen.
- Sales Performance — your daily KPIs, from the
sales_dashboarddashboard. No sidebar item is called Sales Dashboard.
Products joined this group rather than Marketing: the catalogue is the master data every quote line and opportunity line item points at, so it is revenue data that happened to be filed next to campaigns — see Products.
There is no Pipeline entry in the sidebar. The kanban board is a tab on the Opportunities list page, where it sits beside the other ways of reading the same deals; the view carries its own label, Sales Pipeline (pipeline_kanban).
Start here
If you're new, read these in order:
- Leads — where every deal starts.
- Opportunities — the core record you'll work on every day.
- Pipeline Management — how the funnel is governed.
- Quotes — how to send a proposal.