]po[ CRM Opportunity Management

Package provides features for CRM Opportunity Management

  • Manage a list of Opportunities
  • Map CRM Opportunities to CRM Campaigns
  • Keep track of typical Opportunity attributes
    • Presales value & currency
    • Probability 
    • Sales stage
    • Contact
    • etc.
  • Provides:
    • Weighted value for each opportunity
    • Sum Pre-Sales Value
    • Sum Weighted Value
  • Keeps track of activities related to this opportunity
  • Keep track of time spend on Opportunity
  • Convert Opportunity to Project

The module is fully integrated into the ]po[ framework and supports DynFields, DynViews and the ]po[ Portlets.

Screenshots

Opportunity List View:

Opportunity List

 Opportunity View: 




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