Opportunity Tracking

When you get exhausted from prospecting You can track more and more new opportunities from existing contact list, pipeline & sleep mode.

Back to Training Main Page

How to find new opportunites?

Click Find button on Home Screen.

Advanced Search

1. Tick the Product in which you want to find new opportunites.

2. Click on Ok button to show Total Opportunities Available on home screen.

New Opportunities

Now click Phone calls button to start capturing new opportunities. To enter call details refer How to make preset calls

How to find missed pipeline?

Click Find button on Home Screen.

Advanced Search

1. Select Pipeline from Missed section.

2. Click on Ok button to show Total Contacts in Pipeline on home screen.

Missed Pipeline

You will get the hot list of contacts in Pipeline with whom you have interacted in last year but not closed the sale.

Now click Phone calls button to start converting them into sale. To enter call details refer How to make preset calls

How to handle sleep-mode?

Click Find button on Home Screen.

Advanced Search

1. Select Sleep Mode from Purpose section.

2. Click on Ok button to show Total Contacts in Sleep Mode on home screen.

Sleep Mode

You will get the list of contacts in Sleep Mode who had told Not To Call in the past. You can try to wake-up them.

Now click Phone calls button to start convincing them. To enter call details refer How to make preset calls