BQE CORE Pursuit Workflow

Settings > Pursuit

• Promotions
• Resource Library

Opportunities

Card view, Snapshot, Overview tab

Execution Project

Created from the won opportunity. The prospect becomes a client.

• Time & Expense
• Project Management
• Billing (A/R)

• Campaign ROIOpportunities won and lost by campaign
• Sales ForecastOpen opportunities by weighted value
• Sales GoalsWon amounts against each goal
• CommissionsEarned on won opportunities
• DashboardsPursuit widgets
• Report CenterPursuit reports