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About Opportunities

The Opportunities module allows you to set up a sales pipeline and configure the stages that all your sales will pass through – from an initial enquiry, through to wins and losses.

Opportunities in Kanban View

 

  • You can create an Opportunity for the Contact and Company records in your CRM.
  • You can also send an Email or SMS directly from an Opportunity record, as well as being able to initiate phone calls and create Tasks, Meetings and Notes.
  • Directly from an Opportunity record, you can create Quotes, Sales Orders, Invoices and see Payments and Products that are associated with the sale.

Help Articles

The following articles provide further information about the features and functions of the module:

Setup Guides

Videos

You can also see our videos on the following topics:

In addition, this video gives you a full overview of how Opportunities work in CRM:

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