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CRM Opportunity Management

Customer Tracker.Net, a Web based CRM solution, simplifies opportunity creation, tracking and management. New customer opportunities can be profiled, including:

  • Opportunity type.
  • Salesperson and groups responsible.
  • Expected value.
  • Chance of closure.
  • Expected contract date.
  • Offer expiration date.

The assigned values and chance of closure for opportunties are utilized in Pending Pipeline and Win / Loss views.

View all customer opportunities

A customer opportunity