Pipeline

Create and manage customer opportunities and track every stage of your sales pipeline

Customer

Opportunity Management

Streamline sales with the Opportunities app. Profile and monitor every stage in the pipeline using progress bars. Arrange future revenue by setting expectation and closing dates. Include product info, costs, and revenue types for accurate opportunity forecasting.

Get a concise overview: see revenue forecasts by currency, recurrence, and stage; filtering by various attributes. Group by customer or stage for insights on profits, promising opportunities, and areas for enhancement.

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