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 customer relationship management system.
For working the individual records rather than the summary, see the Growth Hub.
Appointments and availability are covered in calendar and appointments.
The two tabs that do the work are Pipeline, for deals in progress, and the Estimate Funnel, for how many of them turn into jobs.
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.