Enterprise 9 - Opportunities Level 1

1) Configure the Opportunity Manager

• Set-up sales teams that will work together on opportunities
• Assign values to track reasons for winning, losing, or abandoning a dea
• Create user-defined fields to track specific information related to an opportunity, such as the competition or custom technical specifications on a bid

2) Create and work through a simple sales opportunity step by step

3) Search and navigate through opportunities in progress

4) Print simple column and detailed reports to see the status
    of sales opportunities

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• 1 hr. 15 min. Pre-Recorded Tutorial