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Sales Setup
Sales
An overview of sales & opportunities
Year: 2022
2022
First-Time Setup : Clear All Opportunities
Clear All Opportunities
Open Opportunities - Pipeline: Current Customer
Current Customer
Stage
Name
Company
Win Probability
Primary Contact
Project Type
Status
Billing
Close Date
Assignee
Monetary Value
Lead
0
Prospect
0
Pitch
0
Proposal
0
Negotiation
0
Won
0
On Hold
0
Lost
0
Abandoned
0
Idea
3
Proposal
0
Negotiation
1
Social Media Campaign
Apple
90%
Steve Jobs
Retainer
Monthly
25/12/2022
Rebecca Smith
Won
0
On Hold
1
Website Update
HP
David Packard
Project
Full
23/12/2022
Michael Warner
Lost
0
Abandoned
0
Opportunities
Opportunities over the Year
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