Opportunities
Explore guides for effective opportunity management
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.