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The Digital Agency Operating System
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The Digital Agency Operating System
The Digital Agency Operating System
The Digital Agency Operating System
Setup
Team Setup
Services Setup
Finance Setup
Clients Setup
Expenses Setup
Opportunities Setup
Sales Setup
Company
Departments
Team Directory
Services
Clients
Sales
CRM
Contacts
Clients
Company Social
Opportunities
Finance
Accounts Receivable
Accounts Payable
Expenses
HR
HR Data
Data
Business Data
Services Data
Sales Data
Invoices Data
Expenses Data
Tax Data
Finance Data
General Data
Support
Sales
An overview of sales & opportunities
Year:
2022
First-Time Setup :
Clear All Opportunities
Remove this when you are done
Open Opportunities - Pipeline:
Current Customer
Stage
Name
Company
Win Probability
Primary Contact
Project Type
Status
Billing
Close Date
Assignee
Monetary Value
Stage
Name
Company
Win Probability
Primary Contact
Project Type
Status
Billing
Close Date
Assignee
Monetary Value
Lead
0
Prospect
0
Pitch
0
Proposal
0
Negotiation
0
Won
0
On Hold
0
Lost
0
Abandoned
0
Idea
3
Proposal
0
Negotiation
1
Social Media Campaign
Apple
90%
Steve Jobs
Retainer
Monthly
25/12/2022
Rebecca Smith
Won
0
On Hold
1
Website Update
HP
David Packard
Project
Full
23/12/2022
Michael Warner
Lost
0
Abandoned
0
Opportunities
Opportunities over the Year
Opportunities over the Year
7
Year: 2022
First-Time Setup : Clear All Opportunities
Open Opportunities - Pipeline: Current Customer
Opportunities
Opportunities over the Year
Open Opportunities by Type
Won Opportunities by Type
Lost Opportunities by Type
Abandoned Opportunities by Type
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