Difference between revisions of "Sales"

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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.   
 
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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More Info: [[Add Opportunity]]
  
  
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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.   
  
More info [[Current Funnel]]
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More Info: [[Current Funnel]]
  
  
 
== Opportunities ==
 
== Opportunities ==
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Opportunities will show an index of all current Opportunities in the system.  It is possible to export and update the opportunities from here.
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More Info: [[Opportunities]]
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== Opportunity Types ==
 
== Opportunity Types ==

Revision as of 19:58, 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

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