Opportunity Management

Learn how to use Pipeliner CRM to manage opportunities within your sales pipeline

Learn How to Track and Manage Your Sales Opportunities

A sales opportunity (deal) is a contact or an account that has been qualified. It is now an opportunity, being worked by one of more of your sales reps—the object is, of course, to bring it through to a closed sale.

In the Opportunity Management User Guide you will learn:

  • How to create and edit opportunities, and share them with your team
  • How to easily move an opportunity through the pipeline, from one sales stage to another
  • How to close a won opportunity by simply dragging and dropping it into the closed stage
  • How to close and archive a lost opportunity, and restore it from the Archive when needed
Pipeliner CRM - Opportunity Management

Download Opportunity Management User Guide

Download a full pdf version of the Opportunity Management User Guide for Pipeliner CRM.

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