Entering Opportunity Details lets you track the potential value of a project to your business and also enables use of LeadManager's Sales Insights dashboards.
Add Opportunity Details to projects in your Project Pipeline. These details include:
- Opportunity Value
- Product Specified
- Order Expected
- Order Received
- Won Value
- Lost to
Click the Opportunity Details (dollar sign) icon in the Folder column, and then select Edit Data.
Don't forget to hit Save once you have filled in your details.
You can edit this data at any time; hover over View History to see the time and date of the edits, as well as who made the changes.