Opportunities
Log and track relevant data on every prospective sale, instantly connecting Opportunity records to other vital data, including Quotes, Accounts and Contacts. Vogueboard CRM puts you in charge of the purchase funnel for each opportunity
Each Opportunity record represents a prospective sale and includes all relevant sales data needed to keep moving the prospect through the sales process. Every Opportunity record may also be associated with other important records such as Quotes and Contacts. Opportunities module allows you to track individual sales from start to finish. An opportunity will typically progress through several Sales Stages until it is marked either “Closed Won” or “Closed Lost.”
Major Features
Manage milestones, company decision makers, and customer communication
Automate email reminders to keep employees informed with relevant updates
Generate one-click Quotes directly from an Opportunity
Other Features Highlight
Track all Opportunity changes
Move Opportunity through each Sales Stage for real-time pipeline activity
Customize Opportunity sales stages and success probability
