Opportunities

With the help of the sales opportunities application, you can organise your personal portfolio of future customers. Opportunities can, but do not have to, be attached to existing customers. An expected closing date, status, category, probability, price and, of course, a short description can be added to an opportunity.

WINiOSFunction
WIN_generelle KachelansichtTile view
List view
WIN-NewCustomerAdd opportunity
Deal open
Deal won
Deal lost

By clicking on the ‘list icon’, the sales opportunities are displayed in tabular form.

iOS – Opportunities

AchtungPlease note that it is not possible to delete an existing opportunity. Instead, you can set the opportunity to the status ‘open’ or ‘lost’.