VIEWING OPPORTUNITIES DETAILS


In Opportunities Module you'll see the list of customers information or table of opportunities which compose of details of company, contact, history, fast quote item, opportunities history details and sales status.



There are history details where you can assign tasks, view quotations for specific customers, customer files or documents, emails logs and scheduler.




There's also a menu for the following:

  • Update
  • Convert to Account
  • Assign Opportunity
  • Send Quote
  • Upload Quote File
  • Add Task
  • Send an email
  • Add Follow ups