Intro to Opportunities

Opportunities provide a comprehensive view of your sales pipeline, allowing you to delve into the specifics of each transaction. By integrating your CRM data with your deal-related communications, such as emails and calls, we help you swiftly identify potential issues or successful strategies.

Pipeline

Navigate to Opportunities to access your deal boards.

Here, you can gain an overall understanding of your pipeline's health, monitor the status of individual deals, and assess how your pipeline is being managed. Regularly visiting your deal boards ensures you remain informed about the status of every open deal, can evaluate forecast numbers, and can address strategic inquiries.

If you need any further help, please contact support for further assistance at [email protected]