What are opportunities?
An opportunity represents a potential sale of your products or services to a prospective customer or a company you already have a business relationship with.
Each opportunity brings together the information you need to track a sale from the first contact through to its outcome, allowing you to see where it stands in the sales process at any time.
Why are opportunities important?
Opportunities help you organise and visualise your sales process.
As a negotiation progresses, you can easily identify which opportunities are still open, which are close to being closed and which have already been won or lost.
Having this information in one place makes it easier to track each potential sale and provides a clear view of the current state of your sales activity.
Preview
See how opportunities progress through the sales process and learn how to interpret the statuses and visual indicators that help you quickly identify the current position of each potential sale.
What’s next?
Now that you understand how opportunity tracking is organised, you can learn how to create, manage and update opportunities throughout the sales process.