Opportunities App Documentation


Opportunities App allows you to easily keep track sales opportunities and organize your efforts to close deals. The opportunity is the second phase of the sales stage, being converted from a lead, and can be converted to an Order once a deal is reached.


All apps are deeply integrated which communicate with one another. The qualified Opportunities can be converted as Order, Estimates, Invoice and Projects.


  • Entering data in the opportunities creation page
  • Associate opportunities with Other Records
  • Generate reports to keep track of records
  • Converting Opportunities into Order, Estimates, Invoice and Projects.
  • Customizing left panel views
  • Customizing default column view