Sales Opportunity Manager (SOM) Work Flow

By |2021-09-15T10:14:43-05:00January 3rd, 2019|

Introduction We are often asked about the intended flow of the Sales Opportunity Manager. This feature was designed to help you manage, track, and report on sales leads. The flow is subjective and not all agree on any certain way to do it. It can also vary by staffing, at any moment. That’s why we