Sales is the pipeline: leads and opportunities, where each one stands, and how many estimates turn into work.
Choosing a source
Sales reads from whichever customer system you use, and you pick which one you are looking at from a selector at the top: GoHighLevel, Housecall Pro, ServiceTitan, or Omnyra's own CRM.
This matters because the views differ. Each source shows what it actually holds rather than a lowest common denominator, so a Housecall Pro workspace sees the tabs Housecall Pro can populate and not ones that would sit empty.
The common views
Overview — the state of the pipeline.
Pipeline — opportunities and their stage, as a board or a list.
Estimate Funnel — how many estimates become jobs. The number that tells you whether the problem is getting leads or closing them, which are different problems with different fixes.
