You need to be able to create Opportunities via Workflow or Track, but you can’t.
Now you can…
Automate some of your sales process.
With a simple setup you can be automating your sales opportunities within minutes. Not only does this save time, but also guarantees accuracy and ensures your sales team are actively targeting clients without holes in your opportunity planning.
Forcasting and QBR’s are easy with all your opportunities mapped out, but with APE-PI’s automation you can ensure that the opportunities are in the pipeline.
For only $39 a month it is definitely not an opportunity to miss!! lol, see what I did there.
See Use Cases: OpportunityTrickUseCases