Opportunities
Revision as of 20:07, 30 September 2013 by Jeff Epperson (talk | contribs) (Created page with "Path: Callproof Support - Website - Navigation Bar - Sales - Opportunities == What are Opportunities? == Opportunities track a sale as it moves along th...")
Path: Callproof Support - Website - Navigation Bar - Sales - Opportunities
What are Opportunities?
Opportunities track a sale as it moves along the company process. The Current Funnel shows a visual representation of the opportunities. The levels of the Current Funnel can be customized by clicking on Opportunity Types from the Sales tab of the Navigation Bar.
Exporting Opportunities
Clicking Export Opportunities to receive a comma separated value file (CSV). CSV files can easily be opened in Excel and other spreadsheet applications.
Add Opportunity
Click Add Opportunity to add a New Opportunity. This will go to the Add Opportunity screen.
More Info: Add Opportunity
