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Capturing the Opportunity (continued)

Once you have defined an opportunity, you can add an unlimited number of line items (part #, price, manufacturer, distributor, etc.) to it. Each item represents a potential purchase, from the same or different manufacturer. Additionally, you can specify up to four distributors (for each item) for Disty opportunities.

Opportunity Entry Edit

The Opportunities Tracking system allows you to assign multiple action items to any given opportunity or quote. And you can retrieve (search) for action items by date, inside or outside sales person, territory, manufacturer, or any combination of — allowing you to manage your action items effectively to achieve unprecedented levels of productivity and timesaving throughout your entire workflow process.

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