Call Center CRM: Potentials
- Record Sales Pipeline Stage
- Record Amount Closed
- Automatic Revenue Calculation
- Link to Organization
- Link to Contact
- Record Lead Source
- Record Campaign Source
- Record Closing Date
- Track Start to Finish Date
- Record Sales Conversion Duration
- Assign to Agents
- Manage Potentials with Point and Click
- Import Potentials with Wizard
- Import Custom Potential CRM Fields
- Search Potentials
- Save Advanced Search Filters
- Save Potential Groups for Campaigns and organization
- Schedule Follow Up Reminders for Agents
- Upload Attachments, Quotes, and Other Documents
- Sort by CRM Fields
- Sales Pipeline Tracking
- Sales Duration Tracking
- Track Closed Deals across Industries
- Track Closed Deals by Agent