Sales Opportunities

Use Insightly to manage potential business in your sales funnel. You can create opportunities to define the value of the business, manage pipelines and associated activity sets, opportunity funnel stages and categories, probability of winning, and forecast close dates.

Sales Opportunities Interface Screenshot
  1. Current State: Track sales stage
  2. Who’s Responsible: Manage opportunity owner
  3. Plan Purchased: See purchase details
  4. Pipeline: Create a sales pipeline to track every opportunity