CRM – Sales Funnel Management
Business Manager 365 Sales Funnel Management tracks all active proposals on a 30-day, 60-day, and 90-day funnel by default. If you are tracking prospects on a longer timeline, Business Manager 365 CRM will track those also. In these cases, they will not show up until they are 90 days out.
Individual salespeople can’t review the funnels of others without the proper permissions, but sales managers can see and review funnels for all salespeople assigned to them.
Customer Relationship Management Module
See How It Works
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