Creating and Managing Opportunities

Introducing the Opportunities Applet - 3 Pipelines, 5 Phases

How to Customize Opportunity Stages - Names, Likelihood to Close & Checklists

Creating and View an Opportunity Plus Potential vs. Probable Income

Creating, Customizing and Enabling Client Update Items

Opportunity Tags, Key Details and Key Dates

Marketing Tab, Document Management & Compliance Checklists

Viewing Compliance Responses, Submitting Offers, Multiple Offer Comparison

Accepting an Offer and Preparing a Commission Request