Difference between revisions of "Sales"

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== [[Add Opportunity]] ==
 
== [[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]]
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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]] ==
 
== [[Current Funnel]] ==
  
The Current Funnel shows a visual representation of Opportunities as they move along.  More info [[Current Funnel]]
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The Current Funnel shows a visual representation of Opportunities as they move along.   
 +
 
 +
More info [[Current Funnel]]
  
  

Revision as of 19:05, 30 September 2013

Path: Callproof Support - Website - Navigation Bar - 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

Opportunity Types