Opportunities
Explore guides for effective opportunity management
6 articles
- What is an Opportunity?An explanation of opportunities in Accelerate, used for storing and managing customer enquiries, including quotes.
- Creating an OpportunityHow to create and manage Opportunities within a Relationship, including mandatory fields and recommendations.
- Opportunity ContactsContact Roles let you assign each contact's role within an opportunity, ensuring the right person receives the right information.
- Progressing OpportuntiesHow to Update the Status of an Opportunity on the Opportunity Page.
- Renewal OpportunitiesCreate manual or automatic renewal opportunities for upcoming contract maturities.
- Opportunity SourcesLearn how to add and change sources for Opportunities in Accelerate.