If staff in your office enter opportunities and assign them to a salesperson this notification can now be done at the click of a button:
The salesperson receives an email with a link to the opportunity.
Moving to Another Pipeline
An opportunity can be moved to another pipeline by clicking on the item menu and selecting ‘Move Pipeline Item’:
This moves it the start stage of the new pipeline.
To improve the accuracy of sales forecasts and sales pipeline analysis you can now enter the expected close date (‘Expected Date’) and a weighted value is calculated from the probability (e.g. a potential sales with the of value £10,000 and a probability of 50% will be given a weighted value of £5,000).
In the next few weeks, we will be rolling out more improvements to help add up all the opportunities in a pipeline.