| Features Home |
| Contacts & Business Units |
| Tasks and Events |
| Sales Opportunities |
| Quotes |
| Job Tracking |
| Financials |
| Inventory |
| Purchases |
| Timesheets |
| Subscriptions |
| Campaigns |
Sales Opportunities
Sales Opportunities record potential sales including details of estimated sales value, enquiry source and products and labour charges to be provided in the case of a sale.
Sales Opportunities can be progressed to a Quote if requested and can also be created from a web based form on your Company website.
Sale Opportunity Features in JobTrack
- Records all leads and Opportunities
- Integrated with Contacts, Tasks and Events - Tasks can be assigned and Events scheduled to your Sales Opportunity
- Alerts can be set so that no Sales Opportunity is overlooked
- Create Sales Opportunities directly from a form on your Company website
- Browse, Search and Report on Sales Opportunities from the Control Panel
- One click escalation to a Quote which will include products and labour added to your Sales Opportunity
