Sales Management Opportunities Overview

  Opportunities Overview

The Sales Management module provides a tools for tracking sales leads and the dollars values that have been quoted by using Prospects and Opportunities.

An Opportunity is what the Salesperson is trying to sell to a Prospect.  A User may create several Opportunity records for each Prospect record and track each one separately until sold or lost.  If the salesperson is successful in closing the sale with the Prospect, the Opportunity/Prospect record may be turned into a Customer, Site and Job.  The application also tracks lost business through the resolution of each Opportunity; the User may record the reason for losing the business and who the competition was for the opportunity.

Opportunities Form Definitions

Opportunity Queue Definitions

Creating a New Opportunity

Resolving an Opportunity-Sold

Resolving an Opportunity-Lost