Strategies for CRM Opportunities
JUNE 28, 2017
Opportunities are designed to help you track the entire sales process, including everything you are selling, the value to your company, and forecasting how each salesperson will do. Leads vs Contacts. It is important to know that leads are the same thing as contacts. We do not differentiate between them. This is because a contact can be lead, and a contact may have an opportunity (or two or three) associated with him or her. Qualifying Leads.