Search, filter and sort

In the Claromentis Sales Manager application, opportunities can be easily listed, filtered and sorted by multiple criteria.

 

 

 

 

Search and filtering

 

Lists can be instantly filtered and sorted based on: 

 

• Date created
• Forecast dates 
• Company
• Products
• Responsible person
• Stage
• Any keyword
• Sub-project or territory 
• Notes 
• Descriptions 
• Opportunity value 
• Any metadata defined by the client
  

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Key Features

• Overview
• Permission-based access
• Definable Metadata
• Configurable lead-cycle stages
• Product Catalogue
• Multiple-currency handling
• Opportunity management
• Access to sales documentation and resources
• Automated workflows
• Easy search, filter and sort functionality
• Forecasting
• Lost and won analysis
• Lead-cycle duration reports
• Custom reporting

 

Software Demonstration

 

Datasheet