Sales and Trials
Sales and Trials
Create trials, opportunities, follow-ups, conversions, and sales records.
What this section covers
Create trials, opportunities, follow-ups, conversions, and sales records.
Pages in this section
Active Clients
Active Clients is the member-focused People view. Use it to serve current paying members, confirm access, review subscriptions, and open profile actions without mixing in cold prospects.
People Page
People is the master registry of humans. It contains prospects, trial users, members, ex-members, irregular clients, and restricted clients.