Opportunities

Demo data

Quoted work that is still live, ranked by value, age and likelihood of conversion.

Company context: All Companies

What this module does

Group every sent quotation into a value-weighted opportunity view across both businesses.
Age each opportunity from the date the quotation was sent and highlight anything past the usual decision window.
Show the last contact, the next scheduled follow-up and who owns the relationship.
Let a human mark an opportunity as won, lost or dormant, with a reason recorded against the record.

Demo status

Opportunity records are read from the same demo quotations shown elsewhere in this prototype. Nothing is synchronised with an accounting or CRM system.

Working in this prototype

Demo opportunities derived from quotations 79282, 79299, 79308, 79319 and 79321.

No live system is connected

CARL in this module

CARL ranks open opportunities by value and silence, and drafts the chase message for the ones going cold.

Every chase is drafted for approval. CARL never contacts a customer without a person releasing the message.

Ask CARL about this module