Qualify leads
Capture the enquiry, assign responsibility and record the work needed before it becomes an opportunity.
Work opportunities
Track stage, owner, value, probability and expected close date. Use table views for detail or the board for movement through stages.
Plan the next step
Connect activities to the opportunity so calls, tasks and meetings stay visible alongside the commercial context.
Review the picture
Use dashboard and reporting views to explore open pipeline, weighted value, progress and outcomes.