Section 17 : Advanced Features

I. Setting up push notifications

To enable push notifications:

1. Go to Notifications .

. Then click on "Notifications settings".

. Enable push notifications for new messages, leads, and updates.

4. Choose which types of notifications you want to receive.

II. Tracking revenue

1. Use Pipelines to Track Revenue by Stage

Step 1: Go to Opportunities > Opportunities

• Each Opportunity can be tied to a monetary value.

Step 2: Add or Edit an Opportunity

• Click on an existing opportunity card or create a new one.

• Fill in:

- Opportunity Name

• • Pipeline & Stage
  • Value ($) – This is the potential revenue from this lead/client.
  • Status – Open / Won / Lost
  • Assigned User – Sales rep or account manager

The Value field is how Growth calculates potential and actual revenue.

2. See Revenue by Stage or Status

You can view:

• Total Revenue in Pipeline

• Revenue in "Closed - Won" stage (actual revenue)

• Forecasted Revenue (open deals)

Where:

• Go to Opportunities and select your pipeline
• At the top, you’ll see revenue metrics like:
• • • Pipeline Value

- Conversion Rate

• • • Total Won

Updated on: 20/05/2025