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Extended CRM Opportunities allow you to handle “big deals” with potential clients. Thus you can participate in tenders for corporate travel management or hold negotiations with large Agency chains and within the system reflect the current status of each such opportunity and assign who is responsible for it.

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To configure an opportunity,

  1. On the Clients menu, click on Agencies/Distributors, Corporate clients or Private clients.

  2. Choose the client.

  3. Go to Opportunities tab and click Create.

  4. In the Opportunities menu specify all the necessary information.

  5. Click Save.