Working with Opportunities - Overview

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An opportunity is a tangible business opportunity with a company. In order to track your sales pipeline you need to create opportunities.

  • Opportunities should not be confused with leads. Leads are unqualified information that may or may not lead to an engagement and an opportunity.
  • You can have multiple opportunities with the same company.
  • If your company sells more than one type of product or service, you will probably need to create some opportunity templates to accurately reflect each type of product or service you offer.

By using opportunity templates you will be able to measure the sales pipeline by type of product or service. Each opportunity type can have its own set of custom fields to reflect the information you need to gather around that type of “deal”.