How to Create and Manage Opportunities

If you utilize our Opportunities module, then you know that Core iQ allows you to manage your prospects and opportunities directly within the platform. The Opportunities module of Core iQ allows you to manage your existing and prospective customers together on a single platform, easily communicate with prospects, and create new opportunities, which can be assigned to Core iQ users for things like phone calls and follow-up emails. Learn about this dynamic add-on to Core iQ and how you can quickly get your team up to speed on creating and managing Opportunities for your prospective and existing customers.