To succeed in today's competitive market, sales opportunity management is vital for any business. Epan offers easy management of your sales opportunities. Let's see how
Adding new opportunity :
Lead : Enter leads name whose opportunity you are creating
Assign To : Select employee to whom you want to assign lead
opportunity Title : Any title you want to give to opportunity
Opportunity: Description of opportunity
Fund Alloted : Initial fund proposed for the deal (can be changed later on)
Discount Percentage : Percentage of discount you are giving to opportunity, if any.
Approximate closing Date : Probable date of opportunity won/lost.
Opportunity Actions : when you add an opportunity, it's default status is Open, as you perform actions it's status changes from Open to Won\Lost.
Lets have a look at actions :