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XTRF Home Portal Modules

  • XTRF Home Portal Modules
  • Opportunities module

Opportunities module

This functionality is intended for sales management.

In the Opportunities module, you can manage potential and future deals with your clients. Use this module to:

  • create and send business proposals.

  • keep track of a proposal’s status and progress.

  • control your potential sales and revenue.

Opportunities and offers are tightly connected to quotes. Every time a project manager creates a quote, a corresponding offer and opportunity are created automatically. However, you can add new opportunities, offers, and related quotes from the Opportunity module. That is especially useful when dealing with potential clients.

In this section:

A potential deal with a particular client. Within an opportunity, you can track the progress of different proposals and evaluate your chances of successful cooperation. Each opportunity consists of offers presenting alternative options for your clients.

A proposal created within an opportunity. Offers can be transformed into quotes and sent to clients so they can choose the best option for the potential order.

A document that outlines the price for providing a particular translation-related service before the client actually purchases it. A quote can be created by a project manager or requested by a client.