Quick View Opportunities

If you are part of the sales or business development team, more than likely you work regularly with the Opportunities or Bookings function of the Fortix system.


As you progress further into the sales process, for example creating Quotes, you may want to review the original Opportunity form again to double check the details.  With the new Link to Opportunities, this is an easy task.


Simply click on the pencil Edit icon, and an additional window will appear displaying your whole Opportunity form without you ever leaving the Quotes page! Below is an example of the pop up window:


Let us know if this would be useful for your sales team.  If you would like this feature turned on, please drop us a line on support@fortix.systems.