Customers
Someone interested and someone about to buy are different jobs.
Sales opportunities are managed through the stages of the funnel, so the team knows which ones are waiting on them and which are waiting on the customer.
This feature belongs to the next release band, not the first one to go live.
Customers
Sales pipeline
- Every opportunity sits at one stage of the funnel.
- Stages move when something actually happens, not on a hunch.
- Opportunities come from the contact book, so nobody is typed in twice.
Same group
See it in your own workflow
Want to see Saora run on your own channels?
The consultation settles which feature your team starts with and who approves.