Using your Contacts and Sales Opportunity Module
- ★ Overview of the Contacts and Sales Modules
- ★ Create a Contact Manually
- Sales Opportunity Dashboard (browser version)
- Add/Edit a Sales Opportunity (browser version)
- Search for Sales Opportunities (browser version)
- Adding New Sales Opportunities
- Recording Contacts with Members or Prospects
- Search for a Sales Opportunity
- Prospect Protection for Assigned Sales Staff