SmartOpportunities - Introduction

The SmartOpportunities module provides the user with a powerful and flexible way to automatically identify and follow-up on sales opportunities.

Watch the Training Class: Opportunity Overview

The module helps sales managers with tasks such as examining the health of the sales pipeline by individual, team or organization; forecasting expected sales; and coordinating resources and sales activities.

By creating a tailored opportunity tracking and reporting methodology, managers can track progress online as opportunities move from stage to stage—from initial follow-up, to information gathering and needs analysis, to the presentation of products and services, to the successful close of the sale.

Select a topic below for more information:

• Key Features
• Opportunity Structure
• User Setup
• Opportunity Setup
• Searching for Opportunities
• Creating and Deleting Opportunities
• Viewing and Editing Opportunities
• Advancing a Contact through the Sales Process
• Additional Opportunity Features
• Reports
• Interaction with Other SmartOffice Modules

Watch related training movies: SmartOpportunities Course