Opportunities

The Opportunities module is an optional Add-On that allows you to define opportunities, then track them through the lifecycle of a sale. Opportunities can also be used by non-profits to track donations or grant applications. 

Staff or designated Agents (such as distributors) can create opportunities, or you can create a form on the public site that automatically creates a new opportunity every time a user submits a query. Admin can assign the Opportunity to different Agents, then track progress over time.

When the opportunity is won (or lost) it can be archived and exported to PDF or CSV.

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