Difference between revisions of "Sales Menu"
Ashley DeBon (talk | contribs) (→New Funnel) |
Ashley DeBon (talk | contribs) (→Opportunities) |
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The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs. | The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs. | ||
| − | == [[Opportunities]] == | + | == [[Opportunities (New Web)]] == |
The Current Funnel shows a visual representation of Opportunities as they move along. | The Current Funnel shows a visual representation of Opportunities as they move along. | ||
Revision as of 05:15, 23 July 2026
Path: Callproof Support - Website - Sales Menu
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.
Contents
Opportunities (New Web)
The Current Funnel shows a visual representation of Opportunities as they move along.
More Info: Opportunities
Opportunities Report
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
Opportunity Fields
Create and manage custom opportunity fields to capture additional deal details when users add or edit opportunities.
More Info: Opportunity Fields
Opportunity Stages
Define the steps in your sales pipeline (for example, Prospect, Proposal, Closed Won). Stages control how opportunities appear in the funnel, their default probability, colors, and optional email notifications.
Note: Managing Opportunity Stages requires a manager account.
More Info: Opportunity Stages
Goals
Shows assigned user or market goals with target, end date, status, and progress so performance can be reviewed at a glance.
More Info: Goals
