Project managers: turn Sales-stage estimates into opportunities
Project managers: turn Sales-stage estimates into opportunities
Project managers lose visibility when estimates move to Sales, risking missed revenue tracking. It creates an opportunity linked to the estimate and amount so sales get timely visibility and actions.
Overview
Estimates that advance to Sales often lose their link to pipeline records, risking missed revenue and stalled handoffs. This workflow guarantees an opportunity is created and tied to the original estimate and amount, restoring pipeline accuracy and enabling faster, accountable handoffs so sales reps can act without manual tracking.
Notable Features
- Create opportunity from estimate
- Map estimate amount to opportunity
- Notify assigned sales rep