Make sales pipeline management with the Opp Manager quicker & easier

Maintaining an updated and accurate sales pipeline is important for managers and sales personnel alike even in the best of times, and especially now.

In the course of a day though, it can be easy to forget to create a new opportunity after we visit or call a prospect.

Forget to create that opportunity and it can be a good prospect that we forget about and one that ends up falling through ‘the crack’.  Here’s a simple trick to make the process of creating a new opportunity easier and part our everyday workflow.
When completing an activity, e.g. a call or appointment, if it’s a good prospect, click the “New” button in the Complete window to create a new opportunity for the prospect.

After clicking New, you’ll be asked to confirm who the opportunity is for…

Then finish off the basic information.  After clicking OK here, the opportunity will show up in the Opportunity Manager like any other…