Opportunity tracking and management is a feature of CRM 10 your sales reps are bound to utilize. In this training video, we’ll be providing an in-depth look at the opportunity main screen within OnContact.
Welcome to OnContact CRM training. In this video, we will learn about opportunities and the CRM 10 opportunity main screen. An opportunity represents a potential sale for a specific customer and is the core record type in the sales process. In CRM 10, opportunities are linked to a contact and/or company they can be found and opened from the opportunity tabs on a contact or company or from the global search or from the opportunity search. The Opportunity Screen contains all information about the opportunity.
Opportunity Screen Features
Starting at the top left, the “Opportunity Details” area shows the primary information about the opportunity such as description, status, companies connected to the opportunity and others. The companies and representative fields are called “details fields.” These can store more than one value of that type, such as account and management reps, for example.
For a higher level view of opportunities, the daily planner has panels and badges that show opportunity summary information and a graphical format. We will cover more details about dashboards in future videos.
This concludes our CRM 10 Opportunity Screen video. We hope you enjoyed this presentation. Feel free to contact us with questions or suggestions!