What is an Opportunity in CRM?

What are Opportunities?

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator.

Previous steps: N/A

In the Synergy CRM, projects with a Proposal status are called Opportunities.

Since opportunities are projects, you can access all features (eg. Schedule, Budget, Work Breakdown) at the beginning of a bid or tender. However, CRM allows you to go one step further, as opportunities can be tracked from lead to close in the CRM Kanban board, while tracking activities like calls or meetings throughout.

Opportunities appear in the main Projects list as well as in project reports.

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