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Sales Center Overview

Great for managing sales pipeline and proposal development

Sales Center is designed to store information and content related to sales opportunities and proposals. Each sales opportunity can have its own workspace to store documents, proposals, estimates, contacts, links, tasks and more.   Won sales opportunities can automatically generate a project in Project Center.

Sales Center Sample:

Sales Center lists all sales opportunities or proposals along with the most important fields of data that can then be used to sort, sequence or filter the list.  Multiple views can be configured and saved for future use.

Sales Opportunity Workspace Sample:

When adding a sales opportunity to the Sales Center, users have the option to create a workspace for managing sales-related information. Default information for client workspaces includes:

Details Additional opportunity details Calendar of key events Calendar of events
Tasks Opportunity task list Our contacts Key internal contacts related to client
Opportunity Documents Opportunity related documents Client/Prospect contacts Key client or prospect contacts
Approval tracking Approval assignments and status Opportunity Links Additional links

Sales Center How-To Video: