Your sales organization system may require that teams monitor the leads and opportunities. While your telemarketing department creates leads via telephone communication, your sales department may be focusing on transforming these leads into opportunities and executing the sales.

While you can accurately monitor the lead-opportunity-sales chain and define your own sales phases in the system, one important aspect of this chain is the capability to get a report about the steps that remain until you execute the sales. You can use warning systems such as advanced reporting techniques or NetJob to identify an opportunity which has been pending in the quotation phase for months and act as necessary.

With the help of the flexible definition infrastructure, which automatically creates opportunities from leads that have passed through certain phases, you will be assured that you do not miss even the smallest opportunity.