For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/guides/from-capture-to-sale.md.
  • English

      • From capture to sale

      You connect four features in sequence: a funnel captures the lead, the lead becomes a contact, it enters the pipeline as an opportunity, and it advances through the stages until the sale. This guide links each step to the page that details it.

      Before you start

      • Workspace role: Owner, Admin or Editor to walk the whole flow. Building the pipeline and its stages (step 3) requires one of those, or an Attendant with the coordinator subrole. Creating and moving opportunities inside an existing pipeline (steps 3 and 4) is also open to any Attendant who takes part in that pipeline. Collaborator and Guest neither create nor move opportunities. See the roles and permissions reference (Portuguese).
      • Plan: available to workspaces with CRM access.
      • Contacts count towards your workspace quota — see the contact limit (Portuguese).

      1. Capture the lead with a funnel

      Create the funnel that receives the traffic and collects the contact:

      2. Confirm the contact

      Every lead you capture becomes a contact in the CRM. Check it in Contacts. If you already have a base outside the platform, use import contacts.

      3. Build the pipeline and create the opportunity

      Create a pipeline with stages and add the contact as an opportunity: follow build your first pipeline.

      To split the work across the team, see attendant assignment.

      4. Move the opportunity through the stages

      Drag the opportunity between stages as the negotiation progresses. To automate messages or tasks on each stage change, use an automation — start with your first automation.

      If the deal does not close, mark the opportunity as lost: see lost opportunity.

      5. Close the sale

      Link the opportunity to a product and take the payment:

      If it didn't work

      • A button says you do not have permission: check what your role allows.
      • You hit the contact ceiling while capturing leads: see the contact limit (Portuguese).
      • A step returned an error: look the code up in the error codes reference (Portuguese).