Add a report tab to your Opportunities to make it easy to see the stages the Opportunity has been through
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Introduction to Opportunities
Introduction to Opportunities
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:
Tip
Create Opportunity records to track your potential sales and ensure you keep in touch with prospective customers.
- 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.
Related content
Build a report on your Opportunities to manage this quarter's pipeline and see how well you are projected to do
Relating the key stakeholders against an Opportunity helps you to ensure that you speak to the right people when trying to win a deal