Difference between revisions of "Opportunity"

From PHR CRM
(Created page with "To be completed")
 
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=Definition=
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=Opportunity Menu=
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=View all opportunities=
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=View external proposals=
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=View sales report=
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=Dispatch report=
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=Quote report=
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=Split quote report=
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=How to create an opportunity=
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=Information contained within the opportunity=
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=Actions available from the Opportunity page=

Revision as of 19:07, 31 August 2020

Definition

Opportunity Menu

View all opportunities

View external proposals

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