Each Opportunity record represents a prospective sale and includes all relevant sales data needed to keep moving the prospect through the sales process. Every Opportunity record may also be associated with other important records such as Quotes and Contacts. 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

Manage milestones, company decision makers, and customer communication

Automate email reminders to keep employees informed with relevant updates

Move Opportunity through each Sales Stage for real-time pipeline activity

Other Features Highlight

Track all Opportunity changes

Generate one-click Quotes directly from an Opportunity

Customize Opportunity sales stages and success probability