Build report templates using Microsoft Word automatically. Implement various filters to quickly identify the opportunities of interest. Consolidate opportunities, projects and forecasts in a single area.

It is possible that you have a regular sales meeting or have to report on a regular basis. The sales meeting module is integrated with the opportunity module so that once you have cited a compelling event you can either seamlessly forward it to the sales meeting or the monthly report module for further discussion. One of the benefits being that the focused sales team will be able to examine the opportunity before getting together.