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Section 6: Moving an Opportunity through the Sales Cycle

Tom, 19/08/201619/08/2016, SYSTEMS TRAINING, 0

Won or Lost

  • Every opportunity must be qualified in CRM, whether the deal is lost or won
  1. Go to the opportunity in question
  1. On the bottom right side of the page you select Won or the won or lost icon (depending on outcome)

sage_crm_28


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Section 5: Moving an Opportunity through the Sales CycleSection 7: Moving an Opportunity through the Sales Cycle
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