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CRM - Sales Opportunities - Product Documentation

CRM – Sales Opportunities

Use sales opportunities to track your Customers’ interest in your Products, generate quotes and even transfer these purchases to your Customers’ inventories.

Creating a Sales Opportunity

sales opportunity details

Add Products and Purchases to Sales Opportunities

adding purchases to sales opps

Automatically Calculate and Print Quotations

sales opportunity quotation tab

Sales Opportunity Conclusion Record

sales opportunity quotation tab

Transferring Purchases to Helpdesk

When closing off a Sales Opportunity, you can choose to transfer the purchases to helpdesk. This creates corresponding inventory items on the Customer’s inventory tab.

transfer purchases to customer inventory

Use this functionality to record a sales opportunity becoming an actual asset for your support team’s records.

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