Opportunities
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Opportunities

Opportunities
Opportunities
Standard
Created Date
17 Ağustos 2013
Current Version
2.30.7
Last Update
18 Aralık 2024

Manage your sales opportunities in stages. Transfer it to the quote.

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Opportunities

Opportunity Processes

Follow the processes of opportunities by defining steps such as idea stage, negotiation, postponed, offer, won, etc.

Opportunity Activities

Manage your opportunities by recording activities such as calls, meetings, and visits in your potential customer cards.

#Sales

Offers

Offer Processes

Manage the processes of proposals by defining steps such as postponed, approved, expired, etc. at the customer.

Quote Templates

Create your offers in a standard way within minutes with the help of templates.

Analytics

Examine offer analyzes based on products or customers by filtering by date range.

#Sales
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