Client Management – Former Opportunities
In the client record, you can review historical product opportunities that the client didn’t accept. This is a powerful CRM process!
If your firm entered bid on a project or service for a client and they initially did not accept, but a year or two later they again come to you for service, you can review the history of that client and the products you previously offered.
![client management former opportunities](https://businessmanager365.com/wp-content/uploads/2021/11/client-management-former-opportunities-1024x228.png)
See How It Works
Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733 or use our form below to see a demonstration.
![Service technician using Business Manager 365 on a tablet](https://businessmanager365.com/wp-content/uploads/2020/09/woman-using-business-manager-365-on-tablet.png)