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customer, explore our webinars, product demos,
and conferences.
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:
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Opportunity general configuration
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Interest levels
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Interest range
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Information source
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Industry
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Partners
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Competitors
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Stages
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Configuration
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Change order
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Creating opportunity
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General creation
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Adding activities
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Adding and creating documents
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Opportunity reports
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Opportunity pipeline/dynamic analysis
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Opportunity report
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Opportunity forecast over time
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Stage analysis
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