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Opportunity Stages
... Opportunity Stages Opportunity Stages are used to reflect the stages in your sales cycle. Implementing Workbooks often provides an ideal opportunity ...
Displaying & Adding Opportunities
... Displaying & Adding Opportunities Clicking on Start > Sales > Opportunities displays the Opportunities Landi ...
Customisation
... Customisation To help you configure Workbooks to meet your business needs and record the data that will help to drive your business processes, you can: ...
Sales Forecasts
... Sales Forecasts Sales Forecasts display your estimated sale income for a given time period, based upon the Opportunity stage and the close date you& ...
Stage tracking
Is there a way to track the life of an opportunity through the stages? As in, is there a way I could report on when an opportunity went from say stage 1 to stage 2 to stage 3 etc? When you change the status of When you change the status of a ...