Welcome to our easy-to-understand guide on the “Won Opportunity (Last 1 Month)” feature in Empress, designed specially for our business users. This guide will guide you through the practical uses of this feature without the use of technical jargon.
Introduction
The “Won Opportunity (Last 1 Month)” feature is a part of Empress’s CRM module, designed to provide a clear overview of your company’s performance. It offers invaluable insights into the number of successful opportunities your team has secured in the past month, enabling you to track and measure your sales performance over time.
Feature Functionality & Benefits
This feature allows you to:
- View the number of successful opportunities your team has won over the past month in a simple, easy-to-understand format.
- Track performance trends over time with daily updates.
- Sort information based on different criteria, such as company, to provide a more tailored view of your data.
How to Use
Follow these simple steps to utilize the “Won Opportunity (Last 1 Month)” feature:
- Navigate to the CRM module.
- Locate the “Number Card” section.
- Find the “Won Opportunity (Last 1 Month)” card. Here, you can view the number of successful opportunities for the past month.
User Roles & Permissions
Only users with an “Administrator” role have permission to modify this feature. However, it is public and viewable by all users, ensuring everyone in your team can stay updated on your company’s performance.
Conclusion
The “Won Opportunity (Last 1 Month)” feature is a powerful tool to help streamline your business processes. By offering up-to-date, comprehensive data on your team’s performance, this feature allows you to make informed decisions that can drive your business’s success.
For more resources and support on this feature, please visit our Empress Support Center or reach out to our dedicated customer service team.