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

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Service technician using Business Manager 365 on a tablet