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Knowledge Home | Sales and Opportunity Mgmnt | Sales Automation
Knowledge Home | Sales and Opportunity Mgmnt | Opportunity |
What is an Opportunity
Opportunities are the business deals that you want to track. Deals to sell your products or services. By tracking opportunities, you can track the various stages of a deal, contacts and competitors, money amounts and win probabilities, customer interactions regarding the deal, timeline and pipeline forecasts.

An opportunity can contain one or multiple Purchase Lines, each of which represent one kind of your product, and an estimated amount to sell that product. Multiple Purchase Lines in the same opportunitie will have the same stage, status, win probability information.

Our Opportunity tab is the front page that lets you quickly display, create, search, and report on opportunities. Our system let you create multiple Views, to display only the data you want to see, and only the field you want to see.
 

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Type: Knowledge Base
Tag(s): QuickStart, Sales/Oppty
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