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Sale Opportunites module features

  • Last Update:2009-11-04
  • Version:001
  • Language:en

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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.


  • 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