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Optitech CRM
Dashboard
Opportunities
My Opportunities
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My Opportunities
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—
Active pipeline
Total Revenue
—
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Past Due Tasks
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Avg Open Opp Days
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Company
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Stage
Date Created
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Export CSV
Opportunity Name
Solution
Date Closed
Advisor Company
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Opportunity Name
Stage
Date Created
Advisor Company
All Solutions
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Company
Contact Name
Title
Email
Phone
Pipeline by Stage
Opportunities by Solution
Advisor Performance
Export All CSV
Advisor
Company
Total Opps
Lead
In Progress
Won
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All Opportunities
Export My CSV
Opportunity Name
Solution
Stage
Advisor
Date Created
All Statuses
Pending
In Progress
Completed
All Types
Opportunity
Company
+ New Task
Add User
Name
Email
Role
Company
Joined
Add Opportunity
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Advisor
Account / Company *
Select account…
Solution *
Select solution…
Cloud
Security
UCaaS
Cost Optimization
Datacenter
CX AI
AI
Managed Services
Networking
Vware/Broadcom
Connectivity
Opportunity Name
Stage *
Select stage…
1.) Lead
2.) Prospect
3.) Meeting Set
4.) Requirements Gathering
5.) Qualifying
6.) Proposal
7.) Negotiation
8.) Closed Won
9.) Closed Lost
10.) On Hold
Estimated Value ($)
Opportunity Created Date
Defaults to today. Pick a past date if needed.
Description / Notes
Opportunity Detail
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Company Name *
Contact Name
Address
Email
Phone
Assign To Advisor
Notes
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Company *
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Name *
Title
Email
Phone
Contact Detail
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Full Name *
Role *
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Admin
Company
Email *
Temporary Password *
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Link to *
-- Select type --
Opportunity
Company / Account
Select Record *
-- Select --
Task Title *
Description
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Due Date *
Priority
Medium
High
Low
Status
Pending
In Progress
Completed