Opportunity Management in Microsoft Business Central

Every lead is a potential opportunity in the sales industry.  

You can remain ahead of the competition and increase your sales by utilizing strong opportunity management techniques. 

This feature is found within Business Central's Sales and Marketing module.

Here’s how you can get started: 

1. Set Up Sales Cycles and Stages: Begin by defining the sales cycles  

that you typically follow, along with the various stages within each cycle. 

2. Create Sales Opportunities:  Look through your contact list and generate opportunities. For easier monitoring, make sure a salesperson is associated with every opportunity.  

   
   

3. Process Sales Opportunities: Move your sales opportunities through each stage of the cycle efficiently, all the way to completion. 

   
   

   

   
   

Providing detailed information about the contact, salesperson, sales cycle, dates, estimated sales value, and success probability is key to optimizing your sales process. 

Let’s make every lead count and turn potential into performance!