D-Tools Cloud

Getting Started with Opportunities

How to create and share opportunities with your team

Keep track of where opportunities are in the sales process according to your workflow

How to set a priority for the opportunity based on urgency, value, or history with the customer

Sharing your Opportunity with others gives them access and allows them to contribute

User permission required to move Opportunities through various stages

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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