Opportunities (10)

Manage and track prospects, new jobs, and renewals.

Creating 2022-2023 Renewal Opportunities

Created by Charlotte Niedzielski, Modified on 28 Nov 2022 by Alan Martinez
Creating a New Job Opportunity

Created by Charlotte Niedzielski, Modified on 28 Nov 2022 by Alan Martinez
Updating Multiple Opportunities

Created by Charlotte Niedzielski, Modified on 30 Jan 2024 by Josh Mentzer
Adding Contact Roles to an Opportunity

Created by Charlotte Niedzielski, Modified on 28 Nov 2022 by Alan Martinez
Creating a New Prospect

Created by Charlotte Niedzielski, Modified on 28 Nov 2022 by Alan Martinez
Creating a Renewal Opportunity

Created by Charlotte Niedzielski, Modified on 28 Nov 2022 by Alan Martinez
Closing Opportunities

Created by Charlotte Niedzielski, Modified on 28 Nov 2022 by Alan Martinez
Updating Your Sales Goals

Created by Charlotte Niedzielski, Modified on 30 Jan 2024 by Josh Mentzer
Sending a Job Description Form

Created by Charlotte Niedzielski, Modified on 28 Nov 2022 by Alan Martinez
Understanding FTE Types and Partnership Categories

Created by Josh Mentzer, Modified on 27 Jan 2023 by Josh Mentzer