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https://support.windwardsoftware.com/a/solutions/articles/66000498561
Windward Software opportunity tracker also known as CRM (Customer Relationship Management) lets a sales rep specify the deal size, estimated closing date, sales milestone stage and other valuable information. This information can be used for reporting and provides assistance in reminding a sales rep of the opportunity as it moves through your sales process. As well as provide information for the sales pipeline reporting. windwardcrm.flv
This tab will appear when you enter in a lost date. Select the “Browse” button to quickly select from a canned list of reasons and fill in any additional information when it makes sense.
You can run reports to keep track of your opportunities out there. Keeping your tasks up to date things can fall through the cracks and become neglected. Looking at your accounts that you may be closing or neglected can help you keep on top of these items.