Opportunities
Capture enquiries, manage your sales pipeline and track opportunities.
By Ben and 1 other2 authors7 articles
How-to Guides
Complete everyday tasks for opportunities and fee proposals in Drum.
- How to create an opportunity in DrumCreate a new sales opportunity from an enquiry email or enter the company and opportunity details manually.
- How to record who referred an opportunity or projectSet Referred By to a contact and/or company on an opportunity or project, including the picker, key details and Sales Inbox fill.
- How to edit an opportunityUpdate opportunity details, follow-up tasks, notes and pipeline stages.
- How to manage an opportunity variationTrack additional project work through a linked opportunity and proposal, then approve its variation.
- Enabling Advanced Sales Insights in DrumUsing Drum's advanced sales tracking systems in your Drum account.
Tutorials
Learn to manage opportunities through guided, hands-on exercises.
Reference
Look up opportunity fields, pipeline controls and forecasting settings.