The Opportunities App lets you manage your company's potential business every step of the way while providing the most important metrics in easy-to-read charts. The app works with other Method apps to relate CRM and transaction records to a given opportunity, giving you a clear picture of where your revenue is coming from, and maximizing your potential revenue stream.
App perks:
Track your opportunity through its entire pipeline, from initial interest to a final sale.
Relate activities to the opportunity to keep track of all interactions with potential business.
Maintain a record of estimates and invoices associated with won opportunities to identify revenue sources.
Track lost opportunities to gather data on how to improve marketing and business processes.
Track potential revenue using easy-to-use charts.
See real-time potential revenue by user and stage, and track conversion rates.
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