Sales leads in Acumatica
Diane Grayson
Diane Grayson

Tracking Opportunities & Revenue Forecasting in Acumatica

It’s important to understand how the CRM part of Acumatica addresses sales forecasting and opportunities. Acumatica comes out of the box utilizing a seven-step sales funnel/process. These steps are customizable to match your business needs. You can have multiple processes defined, and within each of them you can add, change, and remove stages to fit … Read more

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