Sales
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Manage the Group Room Calendar
The Group Room Calendar allows you to quickly see when spaces and property rooms are available. Similar in appearance to the Booking Calendar, thi...
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Account Leads
You can use Account Leads to maintain accounts and contacts before they are qualified as potential business for your organization. Account Leads ar...
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Sales Opportunities
Sales opportunities are opportunities for potential sales or business with a customer. You can add sales opportunities to accounts and contacts, an...
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Calculate Probable Revenue
The Probable Amount field uses a combination of the potential revenue field and the probability of win field on a sales opportunity to determine th...
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Adding Opportunities from Events
Adding an opportunity from an event will allow a prospective business opportunity to be connected back to an existing event. The typical process wh...
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Sales Goals
Sales Goals provide the ability to set goals and to measure progress towards those goals. These goals can be set against individuals, teams, depart...