Skip to content
The Digital Agency Operating System
  • Pages
    • The Digital Agency Operating System
    • Setup
      • Team Setup
      • Services Setup
      • Finance Setup
      • Clients Setup
      • Expenses Setup
      • Opportunities Setup
      • Sales Setup
    • Company
      • Departments
      • Team Directory
      • Services
      • Clients
    • icon picker
      Sales
    • CRM
      • Contacts
      • Clients
        • Company Social
      • Opportunities
    • Finance
      • Accounts Receivable
      • Accounts Payable
      • Expenses
    • HR
      • HR Data
    • Data
      • Business Data
      • Services Data
      • Sales Data
      • Invoices Data
      • Expenses Data
      • Tax Data
      • Finance Data
      • General Data
    • Support
The Digital Agency Operating System
/
Sales
Share
Explore

Sales

An overview of sales & opportunities

Year:
⁠
⁠

minus

First-Time Setup :
Clear All Opportunities
⁠
⁠

Remove this when you are done

Open Opportunities - Pipeline:
⁠
⁠

Stage
Name
Company
Win Probability
Primary Contact
Project Type
Status
Billing
Close Date
Assignee
Monetary Value
0
0
0
0
0
0
0
0
0
3
0
1
Social Media Campaign
90%
25/12/2022
​
0
1
Website Update
​
23/12/2022
​
0
0
⁠

⁠

Opportunities

Opportunities over the Year
⁠


Year: 2022
First-Time Setup : Clear All Opportunities
Open Opportunities - Pipeline: Current Customer
Opportunities
Opportunities over the Year
Open Opportunities by Type
Won Opportunities by Type
Lost Opportunities by Type
Abandoned Opportunities by Type
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.