Opportunities App allows you to easily keep track sales opportunities and organize your efforts to close deals. The opportunity is the second phase of the sales stage, being converted from a lead, and can be converted to an Order once a deal is reached.
Integration
All apps are deeply integrated which communicate with one another. The qualified Opportunities can be converted as Order, Estimates, Invoice and Projects.
Features
- Entering data in the opportunities creation page
- Associate opportunities with Other Records
- Generate reports to keep track of records
- Converting Opportunities into Order, Estimates, Invoice and Projects.
- Customizing left panel views
- Customizing default column view
Introduction was last modified: January 30th, 2024 by