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Nathan Broadbent edited this page Feb 29, 2012 · 3 revisions


Opportunities are used to document new opportunities with existing accounts or new leads. Opportunities can be associated with a user, account, lead, and tasks.

Create Opportunity

Users can also set and track the current stage of a given opportunity (prospecting, analysis, proposal, etc…), basically managing the sales pipeline. These stages can be defined at implementation, and can be tailored to the sales process. They can also include the closing date of the opportunity, or how long it will remain viable, the amount of money at stake, the discount if any, and the percent probability of success. The opportunity can also be associated with an account.

To the left of the opportunities model is a search bar and a set of check boxes. The user can use these to find specific opportunity entries.