Tag: Sales Opportunity
- 2Add Customer Balance/Total Balance to Sales Opportunity Manager List ColumnsWe 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.
- 8Create a Sales Opportunity from an EstimateAdd 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...
- 3Overdue Reminders - via e-mailWe 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...
- 13Sales Opportunity - Associate Invoice, PO, Work OrdersI 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...
