Opportunities: Managing the Pipe


Details about the Event

Customer Training
Wednesday, November 12, 2025 at 11:00 am - 12:00 pm GMT

Join us on Wednesday, 12 November, 11:00 am - 12:00 pm GMT for a session where we'll cover:

  • Opportunity general configuration

    • Interest levels

    • Interest range

    • Information source

    • Industry

    • Partners

    • Competitors

  • Stages

    • Configuration

    • Change order

  • Creating opportunity

    • General creation

    • Adding activities

    • Adding and creating documents

  • Opportunity reports

    • Opportunity pipeline/dynamic analysis

    • Opportunity report

    • Opportunity forecast over time

    • Stage analysis

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