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How to review opportunity progress and actions

Review opportunity history and clearly record the next sales step.

See how open opportunities are distributed across stages and compare their count, amount, or time in the process.

Find contacts that need follow-up and stages where records are taking longer to progress.

Review the relationship between prospects, opportunities, customers, and sales to see where your sales process is moving forward.

Find individual follow-ups in the activity log and use History to see how their volume changes over time.

Save a product combination you use often and apply it to future quotes without adding every line item again.

Schedule a message for a future date and time, then review its status in CRM’s inbox and reports.

Find records with search criteria, narrow a list with filters, and sort the columns that support it.