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.
The benefits of using accessplanit's Opportunities Module
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
Email your clients
Produce quotes and email your clients, directly from the Opportunity Management module
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!
Filter your enquiries
Filter and manage enquiries based on the source, assigned user, related course, and more
Minimise your admin
Book candidates directly through the Opportunity Management module allowing for a smooth customer journey and minimum manual administration
Add opportunities to Dashboards
Create dashboard gadgets, and create tasks, allowing administrators and sales to view all their opportunities at a glance