- Introduction to Opportunities
Introduction
Training
Desktop Environment
Activities
Cases
Email
Forecasts & Quotas
Importing Data
Leads
Marketing
Opportunities
People & Organisations
Reporting
Transaction Documents
Workbooks Glossary
Workbooks Mobile Client
Outlook Connector
Preferences
Auditing
Configuration
Releases & Roadmap
Administrator Service
Support
Tip:
Create Opportunity records to track your potential sales and ensure you keep in touch with prospective customers.
Forum Posts
- Converted leads
- Template Opportunity
- Can I link opportunities to contracts?
- Opportunities
- People Categories
- Duplicate records
- Sending quotes
- Total Pipeline value per month
- Creating a Report to show the revenue per Order for specific Products
- Importing Products
- How do I add to Products / list of Line items?
- Pricing Scheme
A sales Opportunity is a potential or pending sale. Workbooks helps you to record your Opportunities which enables you to track and analyse your sales pipeline. Using Opportunities you can:
- Track and analyse your sales pipeline;
- Record the likely Close Date for your Opportunity;
- Track the Opportunity's progress through your sales cycle;
- Identify the key people involved in the deal and what they think of your products/services;
- Record who your competitors in a deal are.