Sales

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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.

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