Sales/Account Management

[mbfp-button]

Added August 15, 2026

Sales and Account Management resources provide guidance for managing opportunities, client relationships, and sales activities within ConnectWise PSA. These materials help improve organization, visibility, and consistency throughout the sales and account management process.

Resources

PSAC-400-G
Guide
Opportunities Guide
Opportunity management helps you to guide leads through the sales cycle until they close.
Recommended first step
Start with the guide
PSAC-410-G
Guide
Product Type and Class Guide
The Product Type and Class Guide provides a reference for categorizing products consistently within your PSA system. It helps clarify product types and classes to support accurate product setup, organized records, and consistent billing and reporting.
Recommended first step
Start with the guide
PSAC-420-G
Guide
Sales Orders Guide
Sales orders enable you to process, receive, enter, and track your client´s orders. Sales orders act as a central hub for all products and services that you are transferring from your sales department to your service department
Recommended first step
Start with the guide
PSAC-425-G
Guide
Purchase Orders Guide
A purchase order is a document issued by the buyer to request goods from the seller. This document must contain the detailed quantity of products to be purchased, type of merchandise, price, payment terms, and delivery method.
Recommended first step
Start with the guide
PSAC-430-S
Sample
Procurement Flow Diagram Sample
The Procurement Flow Diagram Sample provides a visual reference for mapping the procurement process, from identifying purchasing needs to order placement and fulfillment.
View the sample
PSAC-435-S
Sample
Procurement or Order Board Diagram Sample
The Procurement or Order Board Diagram Sample provides a visual reference for organizing and understanding procurement and order board workflows.
View the sample
PSAC-440-G
Guide
Order Board Statuses Guide
The Order Board Statuses Guide explains the different statuses used to track orders throughout the order board process.
Recommended first step
Start with the guide
PSAC-441-S
Sample
Order Board Process Diagram Sample
The Order Board Process Diagram Sample provides a visual reference for mapping and understanding the order board workflow. Use it to clarify process steps, identify handoffs, and establish consistent procedures for managing orders from submission through completion
View the sample
PSAC-450-G
Guide
Inventory Check-Out Process Guide
This document explains the general inventory checkout process and what information to include.
Recommended first step
Start with the guide
PSAC-455-G
Guide
How to Inventory in CWM, not in QBO
Tracking inventory only in CWM simplifies your financial processes and reduces administrative workload. The general idea is to treat CWM as your inventory system of record and reflect the appropriate balances in QBO through manual journal entries.
Recommended first step
Start with the guide
PSAC-460-G
Guide
RMA Processing Guide
RMA stands for Return Merchandise Authorization. It is generally used any time we need to return equipment to the manufacturer, usually because it is under warranty and defective.
Recommended first step
Start with the guide
PSAC-470-G
Guide
Client Management Board Guide
The Client Management Board is mainly used for the quarterly client management meetings.
Recommended first step
Start with the guide