Creating Opportunities

Knowledge base

Description Video

Creating Opportunities

Opportunities are defined as any potential sale you are actively looking to close within an existing Group, Client or Lead (Prospect).

How Opportunities are Created

Opportunities can be created in a variety of ways:

  • As a result of Qualifying a Lead
  • Against a specific Client or Group
  • From any View within Xeppo
  • Activating a Potential Opportunity which has been generated by Xeppo
  • From within the Sales App .
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