Sales

From docs
Jump to: navigation, search

Path: Callproof Support - Website - Sales


The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.


Add Opportunity

Add Opportunities allows sales reps to track an ongoing opportunity. The estimated probability of closing and value can be tracked as the deal progresses.

More Info: Add Opportunity


Current Funnel

The Current Funnel shows a visual representation of Opportunities as they move along.

More Info: Current Funnel


Opportunities

Opportunities will show an index of all current Opportunities in the system. It is possible to export and update the opportunities from here.

More Info: Opportunities


Opportunity Types

Opportunity Types define the different levels of the funnel. These can be customized from here.

More Info: Opportunity Types