Madsen, Amanda

The opportunity summary includes basic contact information for your prospect and notes section. You can click on the prospect's name to view their contact record and/or click on their email address...

After you create an opportunity or get assigned to one automatically, you'll use the opportunity record to keep a record of communication and progress through the sales process. Next action dates c...

A round robin is a set of distribution rules based on numeric logic. You can use a round robin to automatically assign users as owners of specific contact records, and to distribute new opportuniti...

You can create and save one or more opportunity searches that will help you easily view and manage your opportunities. These searches can be added to your user home page using the Saved Search widg...

An opportunity record contains the history of a single sales process with one prospect. They may be created automatically when a prospect fills out a web form, clicks on a link, etc. or be added ma...

Opportunity Records are used to track a sales process. They are primarily used by companies that have direct sales reps who manually interact with prospects as they are making a buying decision. Ea...

Sales stage movement is a great way to trigger predictable, standard actions that do not differ based on the individual prospect. However, there may be events that occur during the sales process th...

When a sales rep moves a stage in an opportunity record, it can initiate automation. However, there may be specific goals,  tasks, or talk topics related to each specific stage. The sales rep must ...

Max Classic has predefined sales pipeline stages, based on a typical direct sales process. You can customize these stages to align with your direct sales process. Each stage can be integrated into ...

Important! In order to be able to see and manage opportunity records, an admin must add you to the Sales Rep group!Watch the Opportunity Management Overview VideoWatch the Opportunity Record Overvi...