Client Management – Product Opportunities

Through the client record, you can create additional Product Opportunities based on the product templates you have created for the products and services you offer. You can create these additional sales opportunities through the CRM or the client record due to the integration throughout Business Manager 365.

client management product opportunities

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