Sales Opportunities-Dasboard

Your Sales Opportunities at a Glance

The new opportunity dashboard keeps track of your opportunities and status at a glance. Thanks to the different colors of the sales opportunity phases, you can see at a glance how many of your sales opportunities are in the quotation, initial contact or negotiation phase, and how much potential sales this is.

In addition, its own drag-and-drop feature makes it easy to move an opportunity to another stage. This allows you to best manage your sales opportunities and to plan further action steps optimally.

How to store the colors for an opportunity phase can be found in our manual