TRAVERSE Global v11.1

Opportunities

Use the Opportunities function to record contact prospects. Each opportunity represents one possibility to extend your business relationship with a contact; taken together, opportunities can help record your sales history with a contact. Examples of opportunities include interest in products (for sales), subscription or service contract renewals (for service or support industries), or new reseller or partnership agreements (for a business as a whole).

Use the Toggle button () to switch between grid view and field view.