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PDi CRM – Sales Opportunities

PDi CRM Sales Opportunities module allows for creating documents linked to customers or prospects. Assign products, financial codes, and remarks and generate sales opportunity documents that can be printed, emailed, or viewed.

A sales order or customer invoice can be created directly in your Sage Pastel Accounting company data when the sales opportunity is won.

View the screencast below for more information on the Sales Opportunity features.

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