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  1. Xeppo Support Centre
  2. Xeppo User Guide
  3. Sales App

Sales App

  • Introductory Video
  • Sales Analytics (Sales App Landing page)
  • Creating and Qualifying Leads
  • Create a Project from a Qualified Lead or Opportunity
  • Creating Opportunities
  • Opportunity data elements
  • Teams and the Sales App
  • Working with Opportunities
  • Creating Opportunities from Views
  • Creating Default Views for your Active Leads and Opportunities
  • Bulk updating Opportunities (and Leads)
  • Views and Charts (analysing your leads and sales)
  • Automated Rules (Sales App)
  • Working with Potential Opportunities

Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client’s moving financial parts in a single dashboard, even if they are stored in separate specialist systems, enabling advisors to build stronger client relationships and drive business growth.

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