Learn how to use the Agents Teamwork software for creating new business opportunities for any contact working for a business account.
Opportunities are potential revenue-generating events, or sale to an account, that needs to be tracked through a sales process to completion. The different sales stages the opportunity moves through are, initiated, evaluation, approved, subscribed and they indicate the value of your sales pipeline by sales stage. When an opportunity moves to subscribed the system automatically calculates your payment and updates the Payment Schedule.
Browse all opportunities in database. You may edit an opportunity by clicking on the Edit button in each row or create a new one from the corresponding tab below.
- A business opportunity is always connected to a contact which should exist in the database.