Limits
The record holds qualification, the match, the offer, the reservation, and the contract. Collection stays outside it.
Sales Management
Guide opportunities from qualification and matching through offers, reservations, approvals, contracts, and won business.
Why the opportunity matters
An opportunity is qualified and matched on one record. Offers, reservations, and approvals stay there, and the contract stays with that opportunity until the business is won.
Connected view
Keep the qualified opportunity, the matched unit, and the offer on one record.
Right context
Show the reservation and who must approve it before the contract is prepared.
Workflow data
Read the approvals already recorded to see what the offer and the reservation still need.
Shared pipelines
Hand the approved opportunity into the contract with the offer and the reservation still attached.
Won business
Keep the contract on the opportunity, so won business can be read back to the offer and the reservation that led to it.
Related Features
Why Amarnex?
Handoffs
An approved reservation goes into the contract, and won business returns with the offer still attached.
Confirm first
Confirm the qualification, the matched unit, and who may approve before an offer is sent.
Limits
The record holds qualification, the match, the offer, the reservation, and the contract. Collection stays outside it.
Handoffs
An approved reservation goes into the contract, and won business returns with the offer still attached.
Confirm first
Confirm the qualification, the matched unit, and who may approve before an offer is sent.