Opportunities

Key Features

Develop and track new business opportunties.

Opportunity Centric

Opportunity Overview

Opportunity overview provides an up to date view of the opportunity including an overview dashboard, details, tasks and time.

Opportunity Overview

Be Productive

Simple Forms

Create new opportunities with key information via intuitive online forms.

New Opportunity

Enhanced Tracking

Time Entry

Understand the cost of business development by capturing time spent on opportunities.

Opportunity Time Entry

Details:

Create New Opportunities

Capture opportunity type, name, open/close dates and other key information via intuitive online forms.

Simple Search

Use free text search to quickly find existing opportunities that match the search criteria.

View or Capture Time

View existing time entries, or create a new entry directly from an opportunity to have details populated automatically.

View or Capture Expenses

View existing expense entries, or create a new entry directly from an opportunity to have details populated automatically.

View or Create Tasks

View existing active tasks, or create a new task directly from an opportunity to have details populated automatically.