Keep accounts, contacts and locations next to the deal.
Accounts, contacts and locations sit next to your opportunities, quotes and orders. No separate subscription, and nothing to keep in sync.
Account · Cedar Ridge Dental
HHarbor IT Group
HomeLeadsContactsAccountsOpportunitiesQuotesOrdersCommissionsKnowledge Hub
Cedar Ridge Dental
Contacts
- Dr. A. MoreauPrimary contact
Locations
- Main clinicService location
Opportunities
- Business internet600-01482 · Fibre 500/500Won
Orders
- 100-08431Activated Jun 15Activated
Notes
Priya NairQuote accepted Apr 22. Order 100-08431 submitted.
Sample data
Where this sits on the deal
- Lead
- Registered
- Quoted
- Active
- Paid
How it works
You
Create the account,
or convert a business lead, which creates the account, the contact and the opportunity together.
Convert a lead
LeadCedar Ridge DentalCreates accountYesCreates contactDr. A. MoreauCreates opportunity600-01482You
Add contacts and locations.
Address lookup covers Canadian and US addresses.
Cedar Ridge Dental
Contacts1LocationsMain clinicOpportunities1Orders1You
Register opportunities against it.
Each deal starts from the account and its saved locations.
The portal
Find anything.
Global search covers your records and their notes.
Search: cedar
Cedar Ridge DentalAccountDr. A. MoreauContactMain clinicLocation
On the record
What one account holds.
- Account
- The client, with its saved locations
- Contacts
- Each tied to one account, with duplicates caught before they are created
- Opportunities
- Every registered deal for the account
- Quotes and orders
- Linked to the deal they came from
- Notes and files
- With @mentions for teammates
What this does not do
- The CRM covers the business you run through Oqitor. It does not connect to outside CRMs.
- Every role sees its own agency’s accounts and nobody else’s.
Free to join. CRM included.