About the Opportunities App

Get started with the opportunities app in Method.

Updated over a week ago

The Opportunities App lets you manage your company's potential business every step of the way while providing the most important metrics in easy-to-read charts. The app works with other Method apps to relate CRM and transaction records to a given opportunity, giving you a clear picture of where your revenue is coming from, and maximizing your potential revenue stream.

App perks:

  • Track your opportunity through its entire pipeline, from initial interest to a final sale.

  • Relate activities to the opportunity to keep track of all interactions with potential business.

  • Maintain a record of estimates and invoices associated with won opportunities to identify revenue sources.

  • Track lost opportunities to gather data on how to improve marketing and business processes.

  • Track potential revenue using easy-to-use charts.

  • See real-time potential revenue by user and stage, and track conversion rates.

To learn more:

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