How can I use Opportunity Management to track potential deals?
Vault CRM Opportunity Management helps salespeople organize and keep track of potential deals. You can use it to see where each deal is at, move it along to the next step, and even add info about competitors. Opportunity Management also acts like a digital checklist for sales. You can set up deals before meeting with a customer, adding details like the customer's info and the product they're interested in.
It's a handy way to stay organized and prepared before meeting with customers. Want to learn more?
Your Flightpath
Your Flightpath includes everything you need to understand and start using Opportunity Management.
What are the benefits of Opportunity Management? | ~2 min. |
How do I create an opportunity? | ~5 min. |
What are the opportunity stages and how do I access them? | ~2 min. |
Can I track competitor information? | ~3 min. |
~8 min. |
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~7 min. |