Opportunity Module in Centra HUB CRM stores the data of all the business transactions that are done between the business entity and its customers. In daily B2B business, the usage of Opportunities Module helps to keep track of all the business transactions that are done between the business entity and its clients.
No card required
Name refers to the name of the transaction.
Account refers to the customer with which the transaction is done.
Contact refers to the Contact of the person.
Refers to the source through which lead has been obtained.
User using the software.
Select the type from the drop-down list to which business transaction belongs.
Refers to the pricing details of the product/service which has to be used in the business transaction.
Select the campaign through which client has been obtained.
Stage refers to the stage of the opportunity.
Refers to the probability % of the opportunity to succeed.
Select the status of the business deal.
Select the currency of the country to which the client belongs to.
Refers to the description related to that opportunity.
Refers to the forecast category of the business deal i.e., whether it is the best case, omitted, pipeline, closed, commit.
Close date by which the deal is expected to close.
Refers to the exchange rate in which business transaction has to be done.
Note: You have Save and New option to save the current Opportunity and automatically load a new page to create a new Opportunity and Cancel to cancel the current Opportunity creation.
To edit the saved Opportunity.
To select the view layout of the Opportunities page.
Shows the users who can access the page.
To create a new Opportunity.
To perform various actions.
To view Opportunities in list view or split view.
To search the saved Opportunity by putting in the name.
To sort the Opportunities by using filter options.
To edit the details of the Opportunity.
To delete the Opportunity.
To clone the selected Opportunity and enter the desired details.
To show complete details of the selected Opportunity.
To add tags.
Shows the activities and attachments in reference to the selected opportunity.
Shows all the activities related to the Account.
To print the page.
To email the data of page.