Products / Sales Operations
Manage customers, quotes, orders, and invoices in one place.
Give sales, operations, and finance a shared place to work from the first inquiry through payment. Manage the pipeline, price goods and services, confirm customer orders, reserve available stock, issue invoices, and track what customers owe.
CRM for business and individual customers · Pricing, quotes, orders, and fulfillment · Invoices, receivables, and sales commissions
Sales Operations Workspace
- Q-1042 · Replacement parts
- Customer accepted 120 units at $150 each · Open the accepted order
- SO-1042 · First release
- 80 units fulfilled · 40 units open · Confirm stock for the next release
- INV-4510 · First 80 units
- $12,000 issued · $4,000 payment applied · Review the $8,000 balance
Illustrative view · Sample records
Manage accounts, contacts, and the sales pipeline.
Keep the customer, the people involved, and the next action together. Give the account team enough context to follow up or hand off work.
Keep business and individual customer records
Add accounts, contacts, buying roles, and locations. For a customer with multiple sites, keep the purchasing contact and the relevant delivery site with the opportunity.
Qualify leads and assign an owner
Qualify a lead into an opportunity and link it to an existing customer or create the customer record. Assign leads to a rep or team using your territory and routing rules.
See what needs a follow-up
Set pipeline stages and record activity against the account or opportunity. Keep calls, notes, and tasks with their owner and due date so someone covering the account can see what needs to happen next.
Atlas Verified workspace
Review the pipeline and the work it turned into
See a buyer’s next step, quote status, and outstanding invoice in Sales Operations.
Price goods and services and turn accepted quotes into orders.
Connect the terms sales agreed to with what operations can actually deliver. Keep the accepted quote version and its terms with the order.
Set up products, packages, and service pricing
Build a catalog with product variants, package sizes, and units. Use price books and customer agreements for standard and tiered pricing. Quote services alongside goods.
Review pricing and issue the quote
Build an itemized quote, send a discount exception for approval, and issue the approved version. Create a customer link to the issued quote so the customer can accept those specific terms.
Reserve stock and record fulfillment
Create the order from the accepted quote and reserve eligible inventory when stock is available. Record partial shipments and returns, link shipment evidence where available, and keep the unfulfilled quantity visible.
Bill services against confirmed work
Use agreement schedules or milestones for service and recurring work. Record the period or milestone with the supporting evidence so finance can review the invoice against the agreement.
Issue customer invoices and track what is still owed.
Finance can manage native sales receivables in Atlas Verified. See the order, invoice, credits, and confirmed payments together.
Create and issue a numbered invoice
Build the invoice from the order and review quantities, terms, due date, and line tax before issuing it. Share the issued customer invoice with a read-only link.
Record payments and apply them to invoices
Record a confirmed payment receipt and apply all or part of it to the matching customer invoice. Review the open balance, including payments that have only partially covered an invoice.
Keep corrections traceable
Apply credits or record a reversal or confirmed refund with the supporting evidence. Review the adjustment alongside the original invoice and payment records.
Set commission rules and explain what each rep earned.
Configure the compensation plan for your business, including who participates, what counts, and when a commission is earned.
Set the earning event and calculation
Choose when a commission earns, such as when an order is accepted or a customer payment is received. Base the calculation on eligible revenue, gross profit, cash received, a fixed amount, or a configured formula.
Split credit for a sale
Assign a plan to the relevant people and keep split attribution and the plan version with the accepted order. See whose share was applied when reviewing the commission.
Review adjustments and statements
See pending earnings when required facts are missing. Review the effect of a cost correction, credit, or payment reversal and approve commission entries for the statement.
Bring leads and accounting records into the sales workflow.
Decide which records Atlas Verified manages and which stay in your existing systems. Review how incoming records map to customers, invoices, and receipts before depending on them.
Capture inquiries from a branded form
Publish a reviewed lead page with your branding and a form. Route inquiries to the right team and give reps a lead record to qualify. Configure domain verification if you use your own domain.
Map supported sources and review conflicts
Bring in records through an authorized source or a reviewed file import. Map fields and stable identifiers, and decide which source controls a record when incoming data disagrees with Atlas Verified.
Prepare records for your accounting process
Choose the invoices to export and review the prepared records before handing them to finance. Available fields, refresh timing, and actions depend on the configured source.
Ask Atlas Verified about the pipeline, an order, or an open balance.
Use Atlas Chat and authorized AI Employees with the Sales records each user or employee is allowed to access. Open the underlying records before approving a commercial or financial decision.
Show me open opportunities assigned to my team with follow-ups due this week. Link to the opportunity and latest activity.
Which accepted orders have stock reservations and which still have quantities to fulfill? Show the quantities against each order.
Show the balance on this issued invoice and link to each credit or payment allocation included in the total.
Forty of the 120 ordered units are still open. The first 80 units were fulfilled and billed on INV-4510 for $12,000. Finance applied $4,000, so the issued invoice has an $8,000 balance. Open the order, invoice, and payment allocation to see how those numbers were calculated.
Frequently Asked Questions
See how Sales Operations would handle one of your deals.
Bring a sample quote, order, invoice, or commission rule. We’ll walk through how sales, operations, and finance would handle it in Atlas Verified.