02-16-2021, 09:56 AM
From the manual:
"In the sales process, sales opportunities are the logical successors to leads. Therefore, you
may create a sales opportunity from a lead and transfer all information available for the lead
to the new sales opportunity. In addition, you may create a sales opportunity directly. In
essence, a sales opportunity is an immediate opportunity to do business with a potential or
existing customer. The sales department would expect that an offer could be made for this
potential customer in the near future."
In other words: a potential a sales opportunity, a chance to sell something to a client.
"In the sales process, sales opportunities are the logical successors to leads. Therefore, you
may create a sales opportunity from a lead and transfer all information available for the lead
to the new sales opportunity. In addition, you may create a sales opportunity directly. In
essence, a sales opportunity is an immediate opportunity to do business with a potential or
existing customer. The sales department would expect that an offer could be made for this
potential customer in the near future."
In other words: a potential a sales opportunity, a chance to sell something to a client.
Joe
TSolucio
TSolucio