Skip to main content
Maximizer Help Center home page
    Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. Maximizer
  2. Sales Leader Edition
  3. Opportunities

Opportunities

  • Opportunities
  • Opportunities module
  • Retrieve address book entries associated with opportunities
  • Copy an opportunity
  • Add a partner to an opportunity
  • Add a competitor to an opportunity
  • Sales and marketing teams
  • Sales teams
  • Assign a sales team to an opportunity
  • Add an opportunity account
  • Complete an opportunity
  • Select users for opportunity monitoring
  • Email notification for opportunities
  • Searching opportunities cases and changing search types
  • Import new opportunities or accounts to existing companies or households
  • Configure opportunity monitoring
  • Change the list of opportunities
  • Change the currency in an opportunity
  • Add or remove products services from opportunities
Maximizer
Español Français Français (Canada)