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Opportunities Module Overview

A Sales Pipeline is a process that tracks sales opportunities as it progresses through different stages. Manage and track all sales opportunities at each sales stage using Legrand Cloud CRM. The Opportunities module enables you build a unique sales pipeline with defined sales stages. View opportunities by assigned manager and sort by value or volume. You can also record detailed information on each opportunity such as probability, estimated close date and forecast status. Click on each stage of the pipeline to view a list of sales opportunities within the stage. Click on a record to view detailed information on each sales opportunity.

Click each of the topics of the Opportunities Module for more information:

Updated on 2 November 2022
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