I am developing some tools for organizations that use Sales Opportunities and need some feedback from Synergy Users.
Are you creating a Sales Opportunity when a sales person starts discussions with an account (Customer or Prospect) or when a Quote is created? I would sure appreciate your feedback. Our development team is working on two tools that will work with Opportunities:
1. Auto create a Sales Opportunity when a new quote is created in your back office solution, such as Exact Macola EM10.
2. Allow Sales Opportunites to be entered from information within an Excel Spreadsheet, such as a listing from a direct mail campaign or a trade show.
Can you provide me some feedback?