Sales Pipeline & Opportunity

The Sales Pipeline & Opportunity module manages the entire process from lead conversion to contract signing, ensuring precise execution of stage progression, quoting approvals, and collaboration cadences.

Sub-scenarios

• Opportunity Creation & Progression - Lead to opportunity conversion, stage progression, and stagnation alerts
• Quoting & Contract Management - Quoting strategy, contract approval, and renewal planning
• Sales Activities & Cadence - Visit arrangements, collaboration tasks, and rhythm reminders

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