***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software
Rating
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The Rating of a sales opportunity addresses the question "Is this sales opportunity worth pursuing?". See Getting Started - Concepts - Sales Analysis - Rating for a more complete explanation of Rating.

The sales opportunity rating is a summation of 5 judgements that you make about your sales opportunity. For example, in the Business-2-Business template the ratings are:
1.Location  
2.Financial Condition  
3.Funding  
4.Timeframe  
5.Compelling Reason  

Setting a Judgement

Click on the "edit" pencil to adjust the value of any of the five judgements. The background of the judgement will change colors from red/negative through yellow/neutral to green/positive as you set the judgement. The dial and the text reflect the overall Rating of this opportunity:
·Worst Possible  
·Very Negative  
·Negative  
·Neutral  
·Positive  
·Very Positive  
·Best Possible  
Software On Sailboats
***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software
***** Copyright 2006, all rights reserved.