Opportunities and Pipeline Overview
The Opportunity and Pipeline feature is incredibly powerful. It allows you to track leads, prospects, sales, onboarding, and other relationship activities. Opportunities are designed to help you efficiently manage and organize new business opportunities by incorporating them into pipelines, allowing you to monitor their progress throughout the entire sales cycle. Once the pipelines are in place, you can start leveraging this powerful feature to streamline your sales process.
If you do not see any Pipelines, you will need to create them yourself.
Opportunity Cards
Opportunity cards offer you the ability to effectively manage and organize leads, customers, and other potential business deals as they progress through various stages of your pipeline. By leveraging these cards, you can monitor the advancement of each opportunity, ensuring a smooth transition through the sales process and enhancing overall pipeline management.
Opportunity Search Bar
To locate a particular opportunity, utilize the search bar and input any relevant contact details or the unique opportunity name associated with it. This feature allows you to quickly and efficiently find specific opportunities by searching based on identifiable information, streamlining your ability to manage and track their progress in the sales process.