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Opportunity Management

Products > ACT! for Notes > Features of ACT! of Notes


Opportuntiy Tracking

Create an Opportunity document and associate it with a Contact.

Track related Activities, Emails, Notes and key field changes within that Opportunity.

Sales Executives / Managers can track expected Sales by month, quarter, year as well as through the various Sales Stages. Users can implement their own “sales stages”, based on their Sales Methodologies.

Additionally, Opportunities can be tracked by Salesperson and/or date. Create and track as many Opportunity documents as you like.


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