- Introduction to Opportunities
Introduction
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Importing Data
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Opportunities
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Tip:
Create Opportunity records to track your potential sales and ensure you keep in touch with prospective customers.
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.