Priority – the priority of the template company interest (from Very low to Very high).Status – the current status of interaction with the company: Qualification, Proposal, Evaluation, Negotiation, Closed-won or Closed-lost.Opportunity – companies that are already interested in the product or may be interested in the future.The main table of the template with the largest number of Views is a table named Opportunities. In the Views panel you can choose other views, for example, a kanban board describing the sales flow or a calendar describing the interaction plan for the near futureĮach activity has its own view: for tracking employees' work there is grouping by field and calendar, for monitoring sales – kanban boards, for entering records of interactions there are forms. Accounts table, Grouped by size View Opportunities Table. For example, grouping companies by number of employees. Also each table has several Views that fix several useful cases of table formatting customized for different tasks. ![]() Contacts – contacts of the company's representatives, through which you communicate with their organizations.Įach table has fields that relate it to others. ![]()
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