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  1. Atlas
  2. Contacts and Sales
  3. Using your Contacts and Sales Opportunity Module

Using your Contacts and Sales Opportunity Module

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

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