Opportunities
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Display modes |
Link to a quote
Opportunities are deals or tenders to be won - the midway point of a lead-opportunity-customer conversion. You can record them here.
You can also skip the lead step and directly create an opportunity for a prospective customer.
The different opportunity stages are:
- Prospecting
- Preparation
- Approach
- Presentation
- Handling objections
- Won: when a lead or an opportunity reaches this stage, it will be converted into a customer. The conversion rates will be shown on the CRM dashboard.
- Follow-up
- Lost: similar to the Won stage, but opposite.
- Withdrawn
You can view, update, or change the above stages in the Settings section.
Display modes
By default, the opportunities display comes with a vertical section showing each of the stages, for convenience.
You can click on the table icon located at the top right window to switch to the table display.
Link to a quote
To link an opportunity to a quote, edit the opportunity and then click "Link to quote".
From there, you can link to a new quote or to an existing one.
Once the quote has been confirmed and invoiced, the system converts the opportunity to a Won stage.
