Opportunities
The Opportunities list companies that have evaluated a product demo or trial version and been identified as potential accounts.
- Opportunities Overview
- Opportunities Report Dashboard
- Opportunities Report Dashboard: Sales Status
- Opportunities Report Dashboard: Printable Reports
- Opportunities Report Dashboard: Lead Source
- Add New Opportunity Overview
- Add New Opportunity: Step 1 - Details
- Add New Opportunity: Step 2 - Marketing
- Add New Opportunity: Step 3 - User Defined Fields
- Add New Opportunity: Step 4 - Notes
- Add New Opportunity: Step 5 - Settings
- Add New Opportunity: Step 6 - Saving
- Add New Opportunity: Step 7 - Confirm New Opportunity was Created
- Quick Entry