Pathway: Sales > Pipelines > Opportunities
This page displays all Contracts and Proposals Sales Representatives currently have to help better keep track of current activity. The information is shown in a grid broken down by months prior month, current month, next month, in the next 2 months, to in the next 3+ months and high, medium, and low. Once an amount is selected it populates all the details about each proposal or contract below.
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Filter Types | Descriptions |
|---|---|
Division | The division the account belongs to. The division the account is assigned determines who handles the account in other areas such as Dispatch and Operations. |
Sales Rep | The sales representative responsible for handling new account. |
Account Class | The account class type. |
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