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The recommended Leads workflow
#4
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.
Joe
TSolucio
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Messages In This Thread
The recommended Leads workflow - Guido1982 - 02-15-2021, 08:49 AM
RE: The recommended Leads workflow - joebordes - 02-16-2021, 09:56 AM

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