Effective opportunity management takes more than just creating an estimate in QuickBooks. With Method’s Opportunities app, you can track sales opportunities through each step of the sales pipeline, from initial interest to final sale. Linking activities to an opportunity lets you record interactions with potential customers, while linking an estimate assigns a dollar value to the deal. And with built-in, easy-to-use opportunity charts, you can use key metrics to improve your business processes and maximize revenue.
We’re tracking opportunities throughout the whole process. I’m managing opportunities from sending a quote, to closing a sale. The flexibility of Method is that you can use it anywhere.