Opportunities
From conversation to a planned next step.
How a conversation becomes an opportunity you follow up on.
Add a contact
Add a contact or import your existing contacts.
Record the history
After each conversation, note what was discussed and which opportunity came from it.
Plan the next step
Decide what happens next, for example a quote or a follow-up meeting.
Keep an eye on quotes
An overview shows which quotes are awaiting a reply and which became orders.
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Try a sales opportunity with editable sample data.
02
Your next opportunity
OPPORTUNITY · SAMPLE
Next step
NewQualifiedProposal
Website project
Tomorrow Studio
3,000 EURNext step
Confirm the project scope
THIS IS YOUR START.
Continue with it in Peak One.
Your edited details are transferred to a new Peak One tab. Sign in there, review your draft and confirm the next step.
Sign in when you continue in Peak One.
- Prova utan konto
- Ditt eget utkast
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Peak CRM
Gå in i nästa kundsamtal med hela historiken.
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