Manage your sales pipeline and opportunities

Define your company sales process (8 step sales process comes pre-loaded) and implement it consistently across your sales team
Review opportunities and understand what stage of the sales process they are in and the likely probability of success
Record opportunities including values, contacts involved, and stage in the sales process
Generate a list of all your opportunities by sales rep, owner, business, person, category, sales cycle, status or estimated value
Share opportunity information across your organisation to allow your whole team to focus on closing sales and serving customers
Export opportunity information to excel to inform your forecasting process