SALES CRM, Sales, and POS task guide

Manage Leads and Opportunities

8.3.1 Manage Leads and Opportunities Open Leads or Opportunities. Create or update the opportunity with customer, expected value, close date, source, and owner. Change the stage as the deal progresses.

8.3.1 Manage Leads and Opportunities

Open Leads or Opportunities. Create or update the opportunity with customer, expected value, close date, source, and owner. Change the stage as the deal progresses.

Source: Eprecus user manuals, vol-05-crm-sales-pos.pdf