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The Opportunities application contains information about a sale or sales process. Information captured includes closing date, dollar amount and stage of sale.
  • Any number of contacts, activities, cases, documents and emails may be related to a opportunity
  • Any number of opportunities may be related to account
  • Opportunities can be searched and sorted by multiple criteria for pipeline management
  • The Stage drop down menu can be customized to match the specific steps of your sales process
  • Opportunity records automatically populate the Forecasts application
  • Original lead source can be tracked via the Source drop down select
  • Opportunities may be secured to prevent Sales people from viewing others' pipeline
  • Opportunities may be imported from .csv files or entered manually
  • Opportunities may be exported to Excel (.csv file format) at any time with proper permissions
Detect out of date opportunities
Set probability of success, add time stamped note...
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