How to use the Sales Opportunities Organizer

Last updated: 2021-08-17
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Sales opportunities pipeline

Here you keep an overview of all sales opportunities and keep all relevant information during sales negotiations. In particular, sales-relevant tasks and meeting minutes. You cover most of your acquisition process with all the relevant information here, including the sales cycle stages.

Record information for each sales opportunity:

  • Basic opportunity or demand description, RFP, RFQ
  • Meeting minutes
  • Tasks based on meetings