Opportunity Tracking

Learn the fundamentals of managing leads in EspoCRM. We’ll walk you through the entire process Every closed deal begins as an opportunity. This step-by-step tutorial explains the full lifecycle of a sale in EspoCRM.

In this video guide, you’ll find out how to:

• create new opportunity records;
• track them through the pipeline stages (from Qualification to Closed Won);
• link calls, emails, meetings, tasks, and documents to your opportunities;
• navigate Kanban View for better sales pipeline visibility.

Turn your potential deals into predictable revenue.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)