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Sales Opportunity

Home Sales Opportunity

Tag: Sales Opportunity

  • 2
    Add Customer Balance/Total Balance to Sales Opportunity Manager List Columns
    2 years ago
    Bryan
    open0
    We monitor all our sales through Sales Opportunity manager. Seeing if the customer has an open balance and total balance would be very helpful for monitoring sales progress from one place.
    Sales Opportunity
  • 8
    Create a Sales Opportunity from an Estimate
    2 years ago
    David
    open2
    Add a menu item to the Estimate page to create a new Sales Opportunity from the current quote. That way you have all of the customer data already populated in the Sales Opportunity and the quote will... Read more...
    Sales Opportunity
  • 3
    Overdue Reminders - via e-mail
    2 years ago
    Zack
    open0
    We would like to see Sales Opportunity reminders when not acknowledged in (?) amount of time to auto send an email to the assigned rep. Our sales reps do not check their Aptora as often as we would li... Read more...
    AppointmentsRemindersSales Opportunity
  • 13
    Sales Opportunity - Associate Invoice, PO, Work Orders
    2 years ago
    Bryan
    open5
    I would like to see Sales Opportunity Enhanced. Sales Opportunity does a great job associating Estimates and Appointments with the sales opportunity, it's all in one screen. But, there is more to ... Read more...
    EasySales Opportunity

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