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Opportunities

Opportunities

BusinessMan has an Opportunities Module allowing users to log potential sales. Create your own opportunities and assign as many clients to the opportunity as needed.

  • Add Stock
  • Estimates
  • Tasks
  • Documents
  • Notes
  • Bid Management

Summary

BusinessMan allows you to create and manage opportunities that are essential to any dynamic and organically growing business.

It will allow the user to manage important business functions sound in the knowledge that the Database contains the right level of information that is of benefit to the business. It is also ideal for Bid Management allowing resources, costs and time sensitive Schedules, Tasks and Jobs to be cost effectively managed. This allows the user the ability to see how much any resource(s) will cost at any time.

Features

  • New opportunity
  • Delete opportunity
  • Add Stock and Additional items
  • Estimates
  • Tasks
  • Documents
  • Notes
  • Bid Management

Related Modules

Also see:

Opportunities Overview

Moving back the main menu we will select the opportunities module.

Once in the opportunities module all the select or create an opportunity once slected all of the detail relating to that opportunity is to hand.



FileMaker Business Alliance
FileMaker Certified Developer

Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.