In ShareBuilder CRM, an Opportunity is more than just a placeholder for pending dollars, it's a dynamic object tied to an account that represents a potential sale, tracked with a percent confidence as it moves through the stages of your sales funnel. Opportunities help you visualize and manage your pending dollars.
When used effectively, Opportunities enables you to:
Build reliable forecasts
Align with your sales funnel stages
Track deal progress accurately
Identify and correct issues early
Strengthen sales performance and reporting clarity
What is the difference between Opportunity and Pending?
We use Opportunity to describe the object that is related to an account, with percent confidence that moves through the stages of the sales funnel and has pending dollars within it.
Pending still means the dollars that are pending, that the Sellers think they will close, but not yet won.
