Sales – CRM Opportunity

This screen displays the opportunity View, offering a visual pipeline of prospects and their progress through various sales or onboarding stages. So, based on opportunity status created, it will be group as such.

Key Features:

• Opportunity Name

• Opportunity Value

• Source

• Customer

• Opportunity Status

• Close status

Click on ‘Manage’

• Manage all Notes of Leads

• Manage all schedule tasks of leads and set reminders

• Schedule meetings

• Send messages to leads via email or SMS

• Click on More to delete opportunity created