Opportunity Management Parametric Definitions


Opportunity Management allows you to follow up on your opportunities with both new customers and existing customers.

Before starting to use Opportunity Management, all necessary parameters must be defined in accordance with the operations of your company. 


Route: Dashboard > System > Parameters > Sales Opportunities


Opportuniy Categories

This parameter is defined specifically according to the operation of your company. By categorizing your opportunities, it facilitates opportunity tracking.


Probability Rate

When saving a Sales Opportunity, it is the parameter that defines the probability that the opportunity will turn into a sale.


Reason to Choose Competitor

It is the parameter that defines why the customer candidate prefers competitors after the negative progress of the opportunity.


Account Visit Categories

It is the parameter that categorizes the visits to be made to the customers during the opportunity.


Visit Reasons

It is the parameter by which you define the reasons for the visits you will make to your customer during the opportunity.


Visit Result

It is the parameter made in order to follow the results after the visit to your customer.


Feedback

Did you find this content helpful?
Related Contents