An Opportunity is a potential sale to an account, and the ability to accurately enter and track Opportunities can mean the success or failure of a sale. The Opportunity feature of Infor CRM allows sales representatives and sales managers to collect, analyze, forecast, and report on a variety of information related to sales such as:
Probability of close
Days in pipeline
Estimated and actual close date
This workshop will focus on establishing Opportunity Defaults and recommended required fields when creating a new Opportunity.
Upon completion of this workshop the user will be able to accurately create Opportunities. The user will also have advanced knowledge in creating Opportunity Defaults and establishing recommended required fields when entering an Opportunity.
Monday 28th August 2017 at 2:00pm CDT - 33.616666666667 hours
After registering, you will receive an email with additional details.