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Opportunities

Opportunities

Leverage CommissionTrac's New Opportunities Feature to track deals still in your pipeline

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4 articles in this collection
Written by Carrie Read

Opportunities - Stages Simple list

Define your Firm's Stages for Opportunities
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Written by Carrie Read
Updated over a week ago

Add New Opportunity

How to input a new Opportunity into CommissionTrac
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Written by Carrie Read
Updated over a week ago

Opportunities - Progress through Stages

Use the Opportunities module to track deals and convert 'Won' Deals to Vouchers
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Written by Carrie Read
Updated over a week ago

Opportunities Report

Review all pending deals, including estimated and weighted in house commission amounts
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Written by Carrie Read
Updated this week