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