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How can the Sale Opportunity module help your business ?
The Sale opportunity module has been designed to organize your sale opportunities: once you have found a prospect, you can materialize the negotiations with him/her in sale opportunity tickets: events, proforma, documents etc. The sale opportunity worklow is unique and helps you track if a prospect has received the offer and has accepted or rejected it.
Benefits
- Assign tasks and manage you staff during the prospection by using events
- Use the sale opportunity workflow in order to monitor the status of the prospection
- Store the documents related to the prospection: leaflets, contracts, proforma etc
Sale Opportunity module Features
- Unique Sale Opportunity workflow
- Sale Opportunity type
- Requester
- Client
- Supervisor
- Manager
- Operators
- Project
- Time management
- Cost management
- Event and document lists