Opportunities

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

Edit Opportunities

Click on the Employee, Type, Value, Probability, Derived, or Close Date to edit the opportunity.

More Info: Edit Opportunities