Opportunities – Relotis

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Managing contacts judiciously in Relotis CRM
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Managing contacts judiciously in Relotis CRM
Contacts in Relotis CRM
Adding an Opportunity to a Lead
Add a Lead to an Opportunity (or vice versa)
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Opportunities

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What is an Opportunity?
Stages of an Opportunity
Managing contacts judiciously in Relotis CRM
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Contacts in Relotis CRM
Attaching a document to an Opportunity (deal)
Adding an Opportunity to a Lead
Adding a new Opportunity
Adding a contact to an opportunity
Adding a Comment to an Opportunity

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What is a Task?
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Team Chat
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Opportunities

What is an Opportunity?
Stages of an Opportunity
Managing contacts judiciously in Relotis CRM
Dashboard
Contacts in Relotis CRM
Attaching a document to an Opportunity (deal)
Adding an Opportunity to a Lead
Adding a new Opportunity
Adding a contact to an opportunity
Adding a Comment to an Opportunity

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