Opportunity management with accessplanit

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Manage your sales pipeline with ease

A clear and simple view of incoming enquiries and opportunities

A clear and simple view of incoming enquiries and opportunities – this is what you get when choosing the Opportunity Management module. Effectively manage and grow your sales pipeline in an easy-to-use format for course administrators and sales professionals alike.

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The benefits of using accessplanit's Opportunities Module

1.

Store your enquiries

Store all course enquiries, allowing for greater visibility, and set-up tasks for your sales team as soon as they come in

2.

Email your clients 

Produce quotes and email your clients, directly from the Opportunity Management module

3.

Link enquiries to courses

Quickly link enquiries to particular courses making it super easy for sales to track and for customers to book on the event that they want!

4.

Filter your enquiries

Filter and manage enquiries based on the source, assigned user, related course, and more

5.

Minimise your admin

Book candidates directly through the Opportunity Management module allowing for a smooth customer journey and minimum manual administration

6.

Add opportunities to Dashboards

Create dashboard gadgets, and create tasks, allowing administrators and sales to view all their opportunities at a glance