Introduction to the Xeppo Sales App

Introduction to the Xeppo Sales App

The Xeppo Sales App allows you to track potential new clients, and any upsell opportunities for current clients. This removes the need for multiple spreadsheets manually tracking your sales. 

For each Lead or Opportunity, you can track estimated and actual ongoing and upfront values, so you can understand the value of these potential sales. You can also track who has referred the business, with the ability to categorise the referrers, so you can quickly view if the sales opportunity was referred internally by a client or employee, or from an external source.

This learning bite provides a quick walk-through on creating Leads and Opportunities in the Sales App.

Video Content

• Creating a new Lead
• Qualifying a Lead
• Creating an Opportunity
• Using Sales Pipelines

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