Sales Opportunities (10)

Manage and track prospects, new jobs, and renewals.

Creating Renewal Opportunities and Making Updates to Goals

Created by Charlotte Niedzielski, Modified on Thu, Nov 21, 2024 at 3:17 PM by Josh Mentzer
Creating a New Job Opportunity

Created by Charlotte Niedzielski, Modified on Mon, Nov 28, 2022 at 3:16 PM by Alan Martinez
Updating Multiple Opportunities

Created by Charlotte Niedzielski, Modified on Tue, Jan 30, 2024 at 11:44 AM by Josh Mentzer
Adding Contact Roles to an Opportunity

Created by Charlotte Niedzielski, Modified on Mon, Nov 28, 2022 at 3:51 PM by Alan Martinez
Creating a New Prospect

Created by Charlotte Niedzielski, Modified on Mon, Nov 28, 2022 at 3:54 PM by Alan Martinez
Creating a Renewal Opportunity

Created by Charlotte Niedzielski, Modified on Mon, Nov 28, 2022 at 3:55 PM by Alan Martinez
Closing Opportunities

Created by Charlotte Niedzielski, Modified on Mon, Nov 28, 2022 at 3:57 PM by Alan Martinez
Updating Your Sales Goals

Created by Charlotte Niedzielski, Modified on Tue, Jan 30, 2024 at 11:48 AM by Josh Mentzer
Sending a Job Description Form

Created by Charlotte Niedzielski, Modified on Mon, Nov 28, 2022 at 3:58 PM by Alan Martinez
Understanding FTE Types and Partnership Categories

Created by Josh Mentzer, Modified on Wed, May 29, 2024 at 3:01 PM by Josh Mentzer