Opportunities Concepts

You can use this workspace to:

• Create new sales opportunities and link these to a contact company.
• Enter and edit the information about your opportunities, including sales estimates.
• Add contact persons for each opportunity and assign roles to employees for each sales activity.
• Settle and close each opportunity that you won or lost.
• Enter information about events related to your sales activities.
• Create and recalculate the budgets for your opportunities.
• Attach, view, and update documents.