Opportunities
Track potential sales through your pipeline, from first contact to won or lost.
Add Opportunity
- 1Click New Opportunity.
- 2Enter a Name, pick the Customer and choose the Stage (Prospecting, Qualification, Proposal, Negotiation, Closed Won or Closed Lost).
- 3Enter the expected Value, an Expected Close Date and who it is Assigned To.
- 4Add a Description and click Create Opportunity.
Advance Opportunity Stage
Open the opportunity and click the advance button (for example Advance to Proposal) to move it to the next stage. From Negotiation, click Mark Won. Click Mark Lost at any stage to close it as lost.
Search Opportunities
Search by name and filter by stage on the Opportunities list.