Topics
Sales opportunities
Manage leads and sales opportunities.
5 articles
Understand
1 articles
For users
3 articles
- Create a sales opportunity How-to Create a new sales opportunity through the creation dialog, assign it an organisation, contact, account manager and target value, and find your way around the detail manager.
- Analyse sales opportunities How-to Read your pipeline: the list of sales opportunities with the statistics of filtered values, the sales opportunity analysis by stage and CRM status, and the CRM analysis over time.
- Maintain a sales opportunity: change stage & status How-to Guide a sales opportunity through the stages with the „New status" action, document activities, set the CRM status and configure a warning for stalled opportunities.