WeOpportunity
Lead, Prospect and Account Management.Record Opportunities
Distribute Leads
Track Progress
Manage Sales
- Centralized sales data
- Automate lead generation
- Lead source
- Market tracking
- Product/service tracking
- Record estimated budget
- Pipeline percentage
- Pipeline stage definition
- Record estimated project date
- Opportunity status
- Account dashboard
- Contact management
- Lead passing
- Individual User dashboards
- Real-time data
Create Detailed Leads
Record lead origin, source, market, type of sale, budget, estimated installation date, products, services, notes & even schedule an appointment before passing the Lead to either a group or to a sales person.
Lead Summary Sent to Sales Team
Open an existing Lead or record new detail, create notes, update products & services, add tasks & schedule information. Record sales stage, budget and project installation date.
Record, Track & Prioritize
Open an existing Lead or record new detail, create notes, update products & services, add tasks & schedule information. Record sales stage, budget and project installation date.
See Your Sales Team’s Appointments
See scheduled tasks and appointments for existing Leads & Opportunities by person, office, region. Hover over any item and detail appears. Same information goes to Outlook.
Turn Opportunities into Quotes!
When you change the Lead status to RFQ (Request for Quote), WeOpportunity automatically passes to WeEstimate, ready to create the job.
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