Select Opportunities to view the opportunity pipeline. Each block refers to a stage in sales cycle .

Note:- The stages can be changed to suit your business process - see Change opportunity Stages.



To see the details that make up a specific opportunity stage select the stage.




Of course here, as with any search results in Legrand Cloud CRM you can export the results or modify the number of results that display, and drill down to specific opportunities.


From the opportunity detail page, you can start work on your opportunity. You can do the following to keep a history of the interaction between you and your contact.

Add a Task

Add an Activity

 
Add a Calendar event

Move the opportunity through the stages