The OfficeClip Opportunities application assists organizations with their potential client opportunities. Using this application, users can create, organize, report, and filter a list of relevant opportunities. These can also be integrated with specific accounts with relevant profit and revenue estimations.
Opportunities are added to an organization with details such as Access information, User information, Ownership, etc. You can manage information such as estimated revenues, the probability of the opportunity, the stages and next steps for the opportunity in these sections.
You can set permissions for various roles of an organization based on hierarchical levels, making the information easily accessible. You can configure all the details of your Opportunities to make them as secure as needed by your organization.
Various items such as tasks, appointments, documents, and time associated with each Opportunity can be easily managed and reported.
You can search the details of an Opportunity using the given criteria or by creating filters to sort out details that you specify.
To enter this application: