Business Planning and Pipeline Management
Opportunities allow your firm to track and manage business development workflows and processes. This will be done in the Pipeline Management tool. Opportunities don’t have to be linked to Initiatives, but they can be.
Pipeline Management & Opportunities Overview
- Business Planning and Pipeline Management Overview
- Pipeline Management & Opportunities Overview
- Using the Pipeline Management Tab
- Configure Intelligent Opportunity Forms
- Creating an Opportunity
- Manage Opportunities
Objectives
Initiatives
Pipeline Management Reports
- Reports Overview
- Accessing InterAction+™ Power BI Reports through Client Insights
- Pipeline Summary Report
- Pipeline Forecast Report
- Detailed Pipeline Analysis Report
- Pipeline by Lead Report