Knowledgebase articles
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- Why aren’t Online Activities being created in the database?
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- Outreach Authentication
- Sync People to Outreach Prospects
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- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
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- Introduction to Transaction Documents
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Introduction to Opportunities
Last updated : 3rd December 2010
Opportunities track a potential or pending sale, helping you to track and analyse your sales pipeline
A sales Opportunity is a potential or pending sale. Workbooks helps you to record your Opportunities which enables you to track and analyse your sales pipeline. Using Opportunities you can:
Tip
Create Opportunity records to track your potential sales and ensure you keep in touch with prospective customers.
- Track and analyse your sales pipeline.
- Record the likely Close Date for your Opportunity.
- Track the Opportunity’s progress through your sales cycle.
- Identify the key people involved in the deal and what they think of your products/services.
- Record who your competitors in a deal are.