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Opportunities - Progress through Stages
Opportunities - Progress through Stages

Use the Opportunities module to track deals and convert 'Won' Deals to Vouchers

Updated over a week ago

As your Opportunity moves through the stages of the deal, keep yourself and your team organized and in the loop by updating the Opportunity Stage in CommercialEdge Commissions.


Update Stage

  1. Select to 'Edit' Opportunity from list

  2. Choose updated selection from Stage drop-down

  3. Update any additional details if needed

  4. Save


Stage - Closed Won

  • When deal closes, updating the Stage to 'Closed-Won' will prompt you to convert Opportunity directly into a Voucher

  • This saves data entry time and avoids duplication

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