The Sales module offers a comprehensive solution for efficiently managing and tracking each stage of the sales cycle from lead through closure. Extensive reporting and graphical analysis provide management with timely accurate sales and pipeline reporting. This enables the effective management of new leads and new opportunities.
Contents
Graphic Analysis
The opportunities screen provides a graphic analysis of pending sales opportunities based upon the Stage and Estimated Close Date you assigned to the opportunity. You may click any slice of the pie chart or any bar in the bar chart to launch the details of that item. Additional analysis is available in the Analytics module.
How to Add an Opportunity
You add an opportunity from the Sales module.
How to View Opportunities
Opportunities may be viewed by individual and by organization from the Sales module.
How to Update Opportunity Detail
Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed.
How to Delete an Opportunity
Opportunities can be deleted from your opportunity listing in the Sales module or from the Opportunity Detail screen.
How to Create a Quote
Once an opportunity has been established, you may create a quote for it.
How to View or Modify a Quote
You can access a quote associated with a sales opportunity to view the information or modify it.
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