Layer Systems

Understanding Opportunities: Creating a work-stack based on the number of Tasks / Incomplete Tasks / Incomplete Tasks in future

Information on working with the Qualified status

Info on work stack creation and what we mean by "Next Task"

You can use work stacks and reports to help you get visibility on additional funding requests

Configuring, using, and reporting on opportunity classifications - e.g. new, renewal, up-sell

How to process lost opportunities, and ways to monitor all lost opportunities

Find out how you can use work stacks to keep track of opportunities and highlight the ones that need your attention

Assets can be linked to new opportunities to enable a number of features

Details on the various factors involved with profit calculation

How to se up multiple opportunity owners on The Layer. Choose the option that works best for you and your company.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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