Opportunities in Pro Agent Max represent potential sales or deals at various stages of the sales pipeline.
They encapsulate leads or prospects showing interest in products/services, ripe for conversion into paying customers.
Key Concepts:
Opportunities are managed within pipelines which in turn are series of consecutive stages.
Customizable pipelines align with unique sales processes and business goals.
Opportunities advance through pipeline stages, signifying their position in the sales cycle.
Stages typically include "Inquiry," "Qualification," "Proposal," and "Negotiation"
"Open", "Won", "Lost" and "Abandoned" are opportunity status which are present by default.
An opportunity can be in one of the four statuses and we can use these to prepare filters for the same.
Robust data management within opportunities tracks opportunity source, contact details, opportunity value, and notes.
Users can also streamline communication and task assignment under Opportunity - linked contacts, enhancing workflow efficiency and timely engagement.
