The Opportunities feature provides a way to manage sales leads and track the course of each sale’s “journey” capturing all the interactions that happen along the way.
Centralized on one screen, each opportunity lets associates work their lead, record progress, generate quotes, and capture key information about the potential sale all while keeping a running timeline of everything they have done thus far. When the sale is completed – win or lose – all data is stored for reporting and analysis.
From a management perspective, managers have the ability to monitor all opportunities from a special list view that provides, at a glance, the status and history of each opportunity, and provides the capability to leave management notes as well as setting next steps.