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What are Opportunities, the Opportunity Pipeline and Projects?

You can think of ** Opportunities** as prospective sales. For example, if you’re a recruitment company and you’re pitching hiring services to a potential client, you can log this under opportunities. Tip: You would also add a record for the prospect under Companies. The Opportunity Pipeline is designed to make it…

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Setting the Win Probability for an Opportunity

Win Probability in RealtimeCRM is the likelihood of an individual Opportunity being won and the sale adding to the income of your company. By default the Win Probability on all Opportunities in RealtimeCRM is set to 100%, where 100% denotes…

  • forecastingopportunities pipelineopportunties
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