Template - Leads & Opportunities

Streamline your sales process with the Lead and Opportunities template in the Rapid Platform.

Designed for teams of all sizes, this powerful tool helps you track leads and opportunities across your entire organization in real time.

Effortlessly validate new opportunities, automatically spin up projects, and nurture leads all the way from first contact to long-term account management.




Features
  • Keep track of leads & opportunities across your entire team.
  • Validate new opportunities and automatically create projects.
  • Nurture existing leads though to sale and account maintenance.
  • Stay in touch with overview reports, dynamically styled to your brand.
Inclusions
17 Lists
2 Processes
3 Reports



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