Sales & funding
Opportunities, quotes, invoices and OPCO/CPF funding up to the BPF export.
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In this topic
- Steer your opportunities Track your deals in a Kanban pipeline with customizable stages, and link each opportunity to a company and a contact. Read the guide →
- Quotes and invoices Edit quotes sent for signature, convert them into invoices, and generate invoices from the funded enrolments of a session. Read the guide →
- Manage funding Track the funding of each enrolment: type (OPCO, CPF, company…), funder, covered amount and status, up to the link with the invoice. Read the guide →
- Financial and BPF exports Review consolidated tracking by funder and export the data in funder format or as the French training and financial report (BPF). Read the guide →
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