Part 4: Sales Opportunities & Deal Pipeline Tracking
Tracking Sales Opportunities on Mobile
MRSweb gives field sales reps and management full visibility into open deals, project bids, quote values, probability stages, and expected close dates from any tablet or phone.
Creating & Updating Opportunities
- Navigate to Opportunities in the menu.
- Tap New Opportunity.
- Enter Deal Title, Customer Account, Principal Manufacturer, Estimated Amount, Stage, and Close Date.
- Update stages as the project progresses from Qualification → Quote Submitted → Negotiation → Closed Won.
