Difference between revisions of "Opportunity"

From PHR CRM
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=Definition=
+
=Opportunity Module=
  
=Opportunity Menu=
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Let us remember that opportunities are generated once the Lead has been created and accepted to get a proposal from Porthole Repair. And it is required to have at least one opened RPH created, for the lead or account before proceeding with the Opportunity creation.
  
=View all opportunities=
+
As all sales professionals understand, a small number of prospects and clients will be motivated enough to follow up with the company and sign the contract in a timely fashion. It is our job to make life easier for our clients, so we do not just send quotes to file and forget about them. Potholes do not fix themselves; they just grow larger and become more expensive to repair. Our clients are very busy and manage multiple projects at many properties, so we stay on top of our opportunities and help them avoid bigger problems.
  
=View external proposals=
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This module has the tools to provide consistent and professional follow up as necessary to produce consistent sales revenue.
 
 
=View sales report=
 
 
 
=Dispatch report=
 
 
 
=Quote report=
 
 
 
=Split quote report=
 
 
 
=How to create an opportunity=
 
 
 
=Information contained within the opportunity=
 
 
 
=Actions available from the Opportunity page=
 

Revision as of 14:28, 21 October 2020

Opportunity Module

Let us remember that opportunities are generated once the Lead has been created and accepted to get a proposal from Porthole Repair. And it is required to have at least one opened RPH created, for the lead or account before proceeding with the Opportunity creation.

As all sales professionals understand, a small number of prospects and clients will be motivated enough to follow up with the company and sign the contract in a timely fashion. It is our job to make life easier for our clients, so we do not just send quotes to file and forget about them. Potholes do not fix themselves; they just grow larger and become more expensive to repair. Our clients are very busy and manage multiple projects at many properties, so we stay on top of our opportunities and help them avoid bigger problems.

This module has the tools to provide consistent and professional follow up as necessary to produce consistent sales revenue.