{"id":18868,"date":"2021-11-12T14:44:33","date_gmt":"2021-11-12T19:44:33","guid":{"rendered":"https:\/\/www.collabox.com\/2022\/11\/14\/configuring-your-collabox-the-opportunity-table\/"},"modified":"2022-11-14T13:43:24","modified_gmt":"2022-11-14T13:43:24","slug":"configuring-your-collabox-the-opportunity-table","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2021\/11\/12\/configuring-your-collabox-the-opportunity-table\/","title":{"rendered":"Configuring your Collabox: the opportunity table"},"content":{"rendered":"\n

One of the features offered by Collabox CRM<\/a> to manage your sales in real time is the opportunity table<\/strong>. <\/p>\n\n

Efforts to acquire new customers are among the activities that must be constantly reviewed and updated. Management tools such as the \n CRM (Customer Relationship Management)<\/a>\n<\/strong> are therefore becoming essential in the search for sustainability and growth of companies. <\/p>\n\n

Efficient and customizable<\/strong>, the Collabox opportunity board allows you to “click and drag<\/strong>” and dynamically process your sales opportunities. At a glance, visualize a “sales funnel” by customer, by product, by amount or by service sold. <\/p>\n\n

The basic steps for configuration are as follows. <\/p>\n\n

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Step 1<\/strong><\/h2>\n<\/div><\/div>\n\n

Types of intervention contact<\/h3>\n\n
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Turn your Collabox CRM into a memory aid. <\/span><\/strong><\/p>\n\n\n\n

First, create your own types of interventions to keep notes on the products\/services that have been presented to prospects. All this in order to obtain very detailed reports of your salespeople’s activities, among others by Solicitation report<\/a><\/strong>.<\/p>\n\n\n\n

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The following are examples of the types of interventions:<\/p>\n\n\n\n