Opportunity Module

Linking Calendar Events, Activity Notes or Tasks To Opportunities
Activity Notes, Tasks and Calendar Events that are created from outside of the Opportunities module can be linked manually to opportunities. Emai...
Tue, 17 Nov, 2015 at 1:14 PM
Managing Stages in Opportunities
Opportunities pass through several sales stages: For example from an initial enquiry through to final closure. To Progress to the next stage or Reg...
Tue, 17 Nov, 2015 at 1:45 PM
Opportunity Numbering
In Legrand CRM you can define the numbering system that you wish to use for opportunities. The numbering system can be decided upon within menu p...
Thu, 19 Nov, 2015 at 12:28 PM
Opportunity Processes - Defining Sales Processes and Stages
You can define different sales processes and stages to be used during those sales processes of your products via the Opportunity Processes found within Syst...
Thu, 19 Nov, 2015 at 1:23 PM