Using Operate - Opportunities

9 articles

essensys Operate Opportunities Overview

Creating and Updating Opportunities in essensys Operate

Creating General or Office Space Related Opportunities in essensys Operate

Creating Opportunities for Meetings/Events or Virtual Clients/Memberships in essensys Operate

Updating and Customizing the Stages of an Operate Opportunity

Logging a Call for an Opportunity using essensys Operate

Sending an Email to an Opportunity using essensys Operate

Overturning an Opportunity in essensys Operate

Managing Opportunity Contract Values in Operate