 |
 |
 |
|
"I don't know how I could manage without your solution...I am now able to keep track of all activities, and coordinate email and communication follow-up with accounts...fantastic!"
|
|
James Chillingworth, President
The Consulting Practice
|
|
|
 |
 |
|
 |
|
 |
 |
 |
For questions, please email us or call us at 1-800-860-5534. |
|
 |
 |
|
|
 |
|
|
|
 |
|
Sales Opportunity |
|
|
The Opportunity Window tracks all the vital information for each sale in one easy to use record. |
|
1. |
General – Track Sales Stage, Customer Type, Lead Source, Closing Date, Sales Revenue, and much more in one easy to see window. |
|
2. |
Products/Services – Create a custom list of your products and services and add them to the Opportunity with a click. Prophet will total and list the revenue for you! |
|
3. |
Contact and Company – Review the Contacts and Company associated with the Opportunity and create emails, appointments and tasks for them with the click of a button. |
|
4. |
Notes – Record and track detailed notes of phone calls or meetings and Prophet will date and time stamp them for you and keep them in chronological order. |
|
5. |
Opportunity Emails/Calendar/Tasks – Review a list of any Emails, Appointments, and Tasks related to this sales Opportunity. |
|
6. |
Opportunity Files – Attach any document or file (Word, Excel, PDF, JPG, etc.) to your Opportunity to keep all vital information for each sale in one easy to access location. |
|
7. |
Room to Grow – The Opportunity Window includes 3 User Tabs with over 70 additional fields that can be customized for collecting any information you need. |
|
Prophet, Sales Opportunity Tracking for Outlook |
|
|
|
Or call 1-800-860-5534 to learn how to close more of your sales |
|
|
|
|
|
|
|