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Include - Contact Sales
Include - Contact Sales

Target audience: Sales person


Table of Contents

 


Overview

The opportunity is usually the first step of the sales process when you want to record a sales lead that might turn into a project in the future. The goal of this article is to show you how to create a new opportunity, add an offer and present your offers to your client.

 

Info
titleBefore Reading this Guide
  • The steps without any marking are mandatory to perform because they ensure carrying on a proper function of the Home Portal.
  • The steps marked with the (Optional) label give you information about settings useful for you in terms of fulfilling specific requirements for your projects, but if you skip them it will have no negative effect on the function of the Home Portal.

 

 

 

I. Add a New Opportunity

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Include - Adding a New Opportunity
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II. Add a New Offer to the Opportunity

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Include - Adding a New Offer to the Opportunity
Include - Adding a New Offer to the Opportunity
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III. Send Offers for a Client Approval

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Tips and Tricks

 

 


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