Sales

The sales workflow in Onsidian takes you from receiving a lead all the way through closing the deal. Here's the typical flow:

1. Receive a lead — leads are assigned to you or created manually
2. Make contact — call, text, or email the prospect
3. Schedule an appointment — book a time for a presentation
4. Run the presentation — follow the guided, slide-by-slide presentation
5. Close or resolve — record the outcome

Each step is covered in this section.