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Opportunities

Last Update hace 2 años

How to Add/Create An Opportunity? Where Can I Define the Stages Of Opportunity? How to Generate A Quotation Directly from the Opportunity? What is the difference between Lead & Opportunity? What is meant by "Upcoming Action Items" in Leads/Opportunities?

Is there a way to see the Actual Revenue Generated VS the Deal Amount Closed?

Yes, you can have an overview of the Actual Revenue Generated VS the Deal Amount Closed on the Manage/My Opportunities page.


Go to the CRM > Opportunities > Manage Opportunities

Please find the sales pipeline at the top of the "Manage Opportunities" page.

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