Manage opportunities for accounts through the various sales phases.
Add products with pricing from SAP ERP
Add activites from proposals
Manage contacts and their roles
Collaborate with other team members using MS Teams
Create Sales Quotes
Watch the following video to understand how to qualify an opportunity and send a quote to the customer to finalize a deal.
Drag and drop your opportunities between sales phases. The system controls which sales phases you can move your opportunities to.
Use sorting on column headings to sort your list of opportunities. Edit your opportunity data in the columns or open in detail view to add or create other items related to the opportunity.
By sales phase
By expected value, across currencies
By status
By close date, across current and upcoming months
Choose the filter icon.
Choose a range of start dates to include in the list.
Choose a range of end dates to include in the list.
Select one or more owners from the drop-down list.
Apply the changes.
Your list of opportunities is filtered based on your criteria. You can adjust the selected values from the filter bar, or use the filter to refine your list further. The fields you used as filters remain in the filter bar for future use. Remove them with adaptation.