CRM · Guide 267 of 624
Opportunities
An opportunity in RockifyERP is a specific deal: what the customer wants, the expected value and the probability of winning.
How to do it in RockifyERP
- Go to CRM › Opportunity and click + Add, or create one from a lead.
- Choose the lead or customer, the opportunity type and sales stage.
- Add the items or the expected amount, and the expected closing date.
- Update the stage as the deal moves, then create a quotation.
Tip: Mark lost opportunities as Lost with a reason. Lost reasons are valuable feedback.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.