{"id":7895,"date":"2021-06-29T23:34:43","date_gmt":"2021-06-30T03:34:43","guid":{"rendered":"https:\/\/www.centrix.one\/?post_type=docs&p=7895"},"modified":"2024-07-24T17:07:34","modified_gmt":"2024-07-24T21:07:34","password":"","slug":"manage-opportunities","status":"publish","type":"docs","link":"https:\/\/www.centrix.one\/en\/faq\/crm-quebec-canada-opportunities-management\/manage-opportunities\/","title":{"rendered":"How do I manage opportunities?"},"content":{"rendered":"\n
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Introduction<\/strong><\/h2>\n\n\n\n

In CentrixOne CRM, an opportunity corresponds to a business occasion. It can be linked to a contact or an account (company). To track the progress of your opportunities, simply indicate the appropriate sales stage. You can also indicate the source of the opportunity and the revenue categories and sub-categories revenue associated with the items or services you are selling.<\/p>\n\n\n\n

Refer to this guide<\/a><\/span> to find out how to customize your sales stages, revenue sources and categories.<\/p>\n<\/div><\/div>\n\n\n\n

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Table of contents<\/strong><\/h2>\n\n\n\n

Tip: to quickly access a specific section of the guide, click on one of the headings below.<\/em><\/p>\n\n\n\n

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  1. Manage opportunities<\/span><\/a><\/li>\n\n\n\n
  2. Create an opportunity<\/a><\/span><\/li>\n\n\n\n
  3. Reassign an opportunity<\/a><\/span><\/li>\n\n\n\n
  4. Filter an opportunity<\/a><\/span><\/li>\n\n\n\n
  5. Understanding the order in which opportunities are displayed<\/a><\/span><\/li>\n\n\n\n
  6. Get the opportunity identifier<\/a><\/span><\/li>\n<\/ol>\n<\/div><\/div>\n\n\n\n
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    How to manage opportunities?<\/strong><\/h2>\n\n\n\n

    Duration: 4 min 45 s<\/p>\n\n\n\n

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