Leads can stay in qualification before a real opportunity is created. Qualification fields cover the need, decision maker, budget discussion, timing and next action. Deals then carry stage, expected value, probability, expected close date, ownership and outcome.
Activities support assignments, due dates, priority, duration, recurrence and reminders. Gmail messages and threads can be linked back to CRM records. Sales sequences can mix email and task steps, wait between steps and stop after a reply or terminal outcome.
Targets can be set for an individual or team over a period, measured by count or amount, with attainment and milestone delivery records behind the feature.