Opportunities

Opportunities

Use Opportunities to track potential Sales. Opportunities are assigned to Sales Reps or Queues and allow you to track close dates, opportunity stages and percentages. You can store individual product line items against an opportunity, including cost and sales prices, enabling you to track revenue and gross margin. You can also record the key people involved in the decision making process, along with any other organisations involved, such as competitors or third-party suppliers. Opportunity stages can be customised to support your sales process.