The Manage Opportunities List View gives an overview of all opportunities matching your search criteria. At a glance, you know each opportunity’s vital data, including the value, entered date, last activity, and current stage. Additionally, you can expand each opportunity to see an overview of its event timeline.
To manage Opportunities:
- Click Clientele > Opportunity > Manage. The Opportunity Find window will appear.
- Enter criteria, or leave blank for all, and click Find.
- Each Opportunity will show on its own line. Use the + sign to expand an opportunity to view its events.
- The expanded view will show each event. There are actionable items here, including the ability to open the opportunity, refresh it, assign a next step, add a task, add a manager’s note, and open records related to individual events, such as appointments.
