Please watch this short video to know how to manage Opportunities in Opportunities module

 

Each opportunity record represents a prospective sale and includes relevant sales data as well as relating to other important records such as quotes and contacts.

 

Three demo screenshots on the right side illustrate how to manage how to manage Opportunities in CRM module.

 

Opportunities module allows you to track individual sales from start to finish. An opportunity will typically progress through several Sales Stages until it is marked either “Closed Won” or “Closed Lost”.

Major Features.

Keep your Opportunity records up to date.

Easily create a new Opportunity by cloning existing data.

View change log of an Opportunity.

Other Features Highlight

Manage Opportunities with Accounts.

View and update Sale Stages.

Easily set up the probability of success for each sale stage.