The "Opportunities" tab is designed to help you efficiently manage and organize new business opportunities. By incorporating them into pipelines, you can easily monitor their progress throughout the entire sales cycle. This powerful feature allows you to streamline your sales process.
Note: If you haven't set up "Pipelines" yet, you can either create them in the settings area or contact your CRM administrator for assistance.1. Click "Opportunities"
2. Opportunity Cards
Opportunity cards offer an effective way to manage and organize pipelines of leads, customers, and potential business deals as they move through different stages within distinct sales funnels. With these cards, you can easily monitor the advancement of each opportunity, ensuring a smooth transition through the sales process and enhancing overall pipeline management.
3. Click here to change "Pipeline"
4. Opportunity Search bar
To find a specific opportunity, simply use the search bar and enter relevant contact details or the unique opportunity name. This feature enables you to quickly locate specific opportunities by searching based on identifiable information. It streamlines your ability to manage and track their progress in the sales process.
5. Click here to "Sort by"
6. Click here to "Filters" opportunities
7. Click here to "Add new opportunity"
