Back to Top

Opportunity Management

After a lead has been qualified as a potential customer. It gets converted to an opportunity. An Opportunity denotes a potential future sale or a deal that your organization might be interested in and can be tracked by your sales team.

Opportunities Home

Clicking on the Opportunities tab displays the opportunities home page. From this page you can:
1. From View a filtered list of opportunities using a predefined list can be shown.
2. A custom filtered list of view can be created from here
3. Display as "Table" or "Kanban"
4. To Edit the opportunities from the list view.
5. To create a new opportunity.