Naviteer FSM Software - Broker & Distribution Editions
Naviteer FSM Software - Broker & Distribution Editions

 

 

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Sales Steps

 

 

 

 

Sales Steps

 

Each Opportunity can be tracked according to the progress of the sale.  Below is an example list to be used to track an sales opportunity steps.  The description for these steps can be changed to suit your sales structure.  Each entry can be assigned a sales step position.  The sales step can also be used to filter the Opportunities table.

 

 

 

 

 

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