Prospect Tracking

Opportunities and Proposals

Opportunities are requests for funding. They follow a predefined set of steps. This is from initial requirement to obtaining funding. Record these against organizations or contacts.

Report on these in a Gantt like chart across the board. Where you are in the process will reflect as a progress bar. Status will determine the groupings. A target date approaching will determine the colour of the progress bar.

To understand how to adapt this to your organization visit the prospect settings page.