Sales - Opportunity Management App
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Form Purposes
Opportunity Form: The main form where you manage sales opportunities
Opportunities (Closed): Secondary form where opportunities are archived/closed
Templates: Inventory
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Users can add a record and fill up the form as per required fields as above.
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Supporting Form - Contact List
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Form Purposes
Contact List: Add your colleagues so you can assign them each opportunity.
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Users can add a record and fill up the form as per required fields as above.