There are two Opportunity reports:
Opportunity Breakdown
Provides a detailed breakdown of each opportunity designed for printing.
Opportunity Overview
Provides an overview of opportunities with pertinent information.
Opportunity Breakdown
To run the Opportunity Breakdown report:
- Click Reports > Management > Opportunities > Oppo Breakdown.
- Enter desired criteria and click Find.
- This report is designed to be printed and can be used by the associate working the lead.
Opportunity Overview
To run the Opportunity Overview report:
- Click Reports > Management > Opportunities > Oppo Overview.
- Enter desired criteria and click Find.
- This report provides a snapshot of each opportunity. Make use of the Grouping options to see the report organized by result, why-in, and more.