No upcoming meetings 2020-04-10

Qualified as opportunity

 

Log a new CRM case

On this tab of Easy Project CRM managers find opportunities gourped by sales reps.

As the opportunities are grouped, managers can easily see expected value per each AM.

LEARN MORE IN VIDEO HERE:
 

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Opportunities

 

Opportunities to follow-up

This is similar to CRM home page module however here manager or sales reps see all the opportunities to follow-up regardless of promised contract date.

Opportunities are grouped by sales reps and with expected value being summed-up so managers see both total pipe-line and list of cases

  Project Name Account manager Price Phone Contract date  
Total: 6,054,450.00  
Jerry Account Manager 3
264,900.00
Jordan Sales Director 12
3,279,550.00
Loreley Account Manager 5
1,858,000.00
Manager Deutsch 1
0.00
Ricky Account Manager 5
652,000.00
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