Opportunities
Create and manage sales opportunities and fee proposals in Drum.
By Almera and 1 other2 authors8 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 edit an opportunityUpdate opportunity details, follow-up tasks, notes and pipeline stages.
- How to set up a proposal budgetBuild deliverables and tasks, set prices and sync an opportunity’s proposal with its budget.
- How to set a custom rate card for proposal budgetsSet proposal-specific billable rates and choose whether to apply them to existing budget resources.
- How to convert a proposal into a won projectReview an accepted proposal and convert its deliverables, tasks and budget into an active project.
- How to manage an opportunity variationTrack additional project work through a linked opportunity and proposal, then approve its variation.
Tutorials
Learn to manage opportunities through guided, hands-on exercises.
Reference
Look up opportunity fields, pipeline controls and forecasting settings.