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See you at the P21 WWUG Connect Conference in Phoenix!

It’s hard to believe the annual P21 User Group Conference is here again!  As of last month, the attendee count was above 500. This event continues to grow and improve every year! 2016 has already been a record-breaking year for us as well with many new P21 shops now using […]

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Opportunity Forecast

In Web Connect, you can now see your opportunities (created in either Web Connect or P21–both stored in P21) in a Forecast view. A Sales Forecast is the estimation of the value of the Sales Pipeline: the expected revenue from all the deals (Opportunities) in the pipeline over a period of […]

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Opportunity Pipeline

A sales pipeline describes an approach to selling, typically based on an underlying sales process. It describes the individual steps salespeople take from initial contact with a potential customer, or prospect, to qualifying that prospect into a lead, and further validating that lead into a sales opportunity followed through the […]

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Calendar Feature

The Calendar in Web Connect is a great way to see tasks, opportunities and more, at a glance in one convenient view. Clicking or touching on items in the calendar pops up the item summary and from there another click/touch drills into a complete detail view. The data lives natively […]

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Web Connect Latest Features

June 2016 Release Opportunities: Enhanced the Opportunity Details screen to show the Type, Status Stage and Step description when a user selects an option from the associated dropdown lists. Created a new “Opportunity Forecast” screen that charts opportunities based on either the Anticipated Close Date or Next Step Date. Created […]

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