Did you know how easy it is to manage your sales pipeline?

Claudia DraxlerUncategorized

In SpiceCRM it’s easy to move an opportunity one step further in the sales pipeline by just dragging and dropping. All you have to do is move the correct tile to its new position to set a new status, quick and easy in one second, without a lot of effort.

 

By doing so, in SpiceCRM, the total amount in the bar above will be calculated automatically.

 

Opportunities can also be closed by dragging the tile in question to the right position on the bar below. Set the opportunity to closed won, closed lost or closed discontinued according to the outcome.

 

Once again the total amount will be calculated automatically, saving you a lot of time and effort.