Knowledge Base
Creating New Opportunity
Sales Module – Opportunities The Opportunities feature in BizCore helps sales teams capture, track, and manage potential sales deals in a structured way. By recording opportunities, you can monitor customer interest, create itemized proposals, and follow progress from initial contact to closure. Properly managing opportunities ensures accurate forecasting, better customer...
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Sales Module – Opportunity Details The Opportunity Details view in BizCore provides a comprehensive workspace for managing and tracking individual opportunities. From this page, users can review opportunity information, collaborate through comments and notes, set reminders, create tasks, and take key actions such as converting the opportunity into a quotation...
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