PDi CRM – Sales Opportunities

PDi CRM – Sales Opportunities

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

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

View the screen cast below for more information on the Sales Opportunity features.