Bookshelf Home | Contents | Index | Search | PDF |
The Opportunities screen allows you to manage and track information associated with a potential revenue-generating event. Using the Opportunities screen, you can gather customer requirements, review information about the customer, assemble a sales team, review and update information about competitors, track activities, track private notes and team notes, create quotes, and automatically generate presentations and proposals.
Bookshelf Home | Contents | Index | Search | PDF |
Applications Administration Guide Published: 09 September 2004 |