ConstructionOnline™ recently introduced two new reports for better management of Opportunities, the newest addition to ConstructionOnline’s powerful set of Sales Management tools. Opportunities are designed for potential new jobs, providing a location for employees to document initial project details, create project estimates & proposals, and organized pre-construction files.
Opportunities Overview Report
The Opportunities Overview Report compiles a list of Opportunities, which can be filtered by Opportunity Status, Stage, and Source. Additional filters related to Assigned Sales Rep and Date Range can also be applied to the report.
Opportunity Value by Sales Rep Report
The Opportunity Value by Sales Rep Report creates a summary of Opportunities by Assigned Sales Rep, and can be generated for an individual Sales Rep or for All Sales Rep for a powerful comparison report. The report includes the Value of each Opportunity, as well as Opportunity Value Total per Sales Rep.
All current ConstructionOnline™ Plans provide access to new Sales Management features, including unlimited Leads, unlimited Opportunities, and unlimited Estimates. To learn more about managing Leads & Opportunities in ConstructionOnline™ 2019, contact a UDA Product Specialist at 1.800.700.8321.