Opportunities allow you to start keeping track of deal data before a deal closes. This is helpful for both pipeline management and revenue forecasting.
Add a New Opportunity
Select the green 'New Opportunity' in top-right hand corner of Opportunities page
Enter required fields - Name, Stage, Deal Type, Estimated Commission, and Estimated Close Date
Add Inside Agents and allocation details
Choose to include additional optional information - Address, Comments, Attachments, etc
Click 'Create' to save
Stages, Gross Commissions amounts, Close Date and more can be edited as the deal progresses.
'Closed-Won' stage will prompt to copy information directly into a Voucher.
Opportunities use a weighted win-probability to calculate possible expected future revenue.