Opportunity Management
Convert qualified leads into opportunities:
1. Creating Opportunities:
Convert a lead to an opportunity when qualified
Define opportunity details:
- Potential value
- Products/services of interest
- Decision timeline
- Probability of closing
2. Sales Pipeline:
Visualize your sales pipeline with opportunities at each stage
- Track expected revenue and close dates
- Identify bottlenecks in the sales process
3. Forecasting:
- Generate sales forecasts based on pipeline data
- Adjust forecasts using probability factors
- Compare forecasts against actual results
