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Opportunities
Opportunities
Leverage CommissionTrac's New Opportunities Feature to track deals still in your pipeline
4 articles in this collection
Written by
Jordan Everts
Opportunities - Stages Simple list
Define your Firm's Stages for Opportunities
Written by
Jordan Everts
Updated over a week ago
Add New Opportunity
How to input a new Opportunity into CommissionTrac
Written by
Jordan Everts
Updated over a week ago
Opportunities - Progress through Stages
Use the Opportunities module to track deals and convert 'Won' Deals to Vouchers
Written by
Jordan Everts
Updated over a week ago
Opportunities Report
Review all pending deals, including estimated and weighted in house commission amounts
Written by
Jordan Everts
Updated over a week ago