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