Video Training: Sales Opportunities Module

Helps the sales employees to manage their sales opportunities and enables you to analyze your sales information. It also includes opportunity forecast reports, won opportunities, an opportunities pipeline, and a dynamic display of sales stages.

Running the Open Items List Report

There is a pre-built report for finding all open documents in your system in one handy area. There is a drop down list to select the document you need to find and it will display everything open for that document.…

Posted by: Peter Canale

Sales Opportunities – Stages Tab

The stages tab in the sales opportunity marketing document allows you to push the opportunity through custom defined sales stages. It will help keep track of your sales funnel by automatically adjusting the percentage to close and the expected amount…

Posted by: Peter Canale