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Opportunities

The beginning and end of order process in Current RMS: inquiries, drafts, quotations, and orders.

57 articles
What's an opportunity?Use opportunities to manage the whole order process in Current RMS.
The main opportunities screenView all opportunities created over the lifetime of your system. See what needs your attention or filter the view to see historic data.
The four stages of an opportunityThere's four stages of an opportunity in Current: inquiry, draft, quotation, and order.
Postpone an OpportunityHow to postpone an opportunity
Opportunity TemplatesThis is a guide on how to create opportunity templates to streamline your workflow and save some time.