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  6. How does the system handle the transition from a prospect to an opportunity in the DAAI Business Suite

How does the system handle the transition from a prospect to an opportunity in the DAAI Business Suite

When all three tick boxes in the Prospect Form are marked, the system automatically converts the prospect into an opportunity. The system then navigates to the Opportunity Form, where users can define the Opportunity Stage (e.g., Requirement Gathering, Proposal Sent, etc.). Details from the prospect form are automatically carried over to the opportunity form, minimizing manual data entry. This seamless transition ensures that opportunities are created with accuracy and speed.