See overview of Leads, Prospects and Opportunities.



See a listing of opportunities including information relating to actions taken and planned actions to help move the opportunity to a closed sale. Touch/click an opportunity row to see opportunity detail.






Touch/click to filter the listing.




Touch/click to see a Pipeline view of opportunities.


You can touch/click the opportunity name (e.g. Shell Edmonton) to see opportunity details or click/touch for task-related information.



You can click/touch and drag an opportunity from one Stage to the next, automatically updating $ value and other opportunity pipeline information.





Click/touch to see a Monthly Forecast view of opportunities