• 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...


  • Sales Opportunities

    Sales opportunities are opportunities for potential sales or business with a customer. You can add sales opportunities to accounts and contacts, an...


  • 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...


  • 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...