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Sales Management / Opportunities

Opportunities


Do you or your staff find yourself losing track of calls, emails and other activities all relating to one sales opportunity? Opportunities are a great way of tracking activities from lead to order keeping your sales team on top of prospective sales.

When you have a sales lead or opportunity, Accura CRM can record all activities, from the initial contact with the prospect or customer through to the order stage. Documents, files and notes can be attached and the sales rep can assign a projected values and dates in order for figures to show on their sales forecast.

This allows full tracebility of activities, quotes and orders for your sales opportunities in an easy-to-use interface.

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