Notify Salespeople of New Opportunities, Move Items Between Pipelines & Predict Revenue

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:

Pipeline

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’:

movepipeline

This moves it the start stage of the new pipeline.

Predicting Revenue

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.

 

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s