Pipeline Integration
- Opportunities are managed within pipelines which in turn are series of consecutive stages.
- Customizable pipelines align with unique sales processes and business goals.
Learn more about pipelines here
Stage Progression
- Opportunities advance through pipeline stages, signifying their position in the sales cycle.
- Stages typically include “Prospecting,” “Qualification,” “Proposal,” and “Negotiation”
Opportunity Status
- “Open”, “Won”, “Lost” and “Abandoned” are opportunity status which are present by default.
- An opportunity can be in one of the four statuses and we can use these to prepare filters for the same.
Learn more about Opportunity Statuses here
Data Management
- Robust data management within opportunities tracks opportunity source, contact details, opportunity value, and notes.
- Users can also streamline communication and task assignment under Opportunity – linked contacts, enhancing workflow efficiency and timely engagement.
