Opportunities Basic Features

The basic features are the special features in opportunities. The following section describes each and every feature in detail.

Opportunity Creation

• Entering data in opportunities creation page
• Collecting Opportunities through emails

Opportunity conversion

• Convert Opportunity into Order
• Convert Opportunity into estimate
• Convert Opportunity into invoice
• Convert opportunity into project

Trash feature

• Deleted opportunities
• Archived opportunities
• Restore
• Delete forever

Custom view of Leads

• My views
• Views shared by others

Access Privileges

• Collaboration
• Custom attributes
• Left panel views
• Reports