After you've qualified a Lead's interest in your products and services, create an Opportunity to easily help you manage through the steps of the sales process.
This ongoing transaction you are pursuing with a qualified Lead in Prosperna is tracked and called an "Opportunity".
Opportunity records are designed for managing your entire sales pipeline of all your qualified, potential deals.
All Opportunities are processed through the 8 sales stages of your pipeline until it is either WON or LOST.
The 8 SALES STAGES in Opportunities are:
- Contract Sent
- Contract Pending
- Closed Won
- Closed Lost
HOW TO CREATE/ADD AN OPPORTUNITY:
STEP 1: Click the "+" sign icon in the upper right hand corner of the app.
STEP 2: Select the "Add New Opportunity" link in the pick list.
STEP 3: Complete the fields in the "Add Opportunity" pop-up form and click the "ADD" button.