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Working with Opportunities

You can view Opportunities in List, Map or Kanban view. From each view, you can quickly perform a range of actions and make changes to records.

These options are located at the top of each module home page – just click on an icon to change between the views.

Opportunity module view options

 

 

 

Actions you can initiate

The toolbar across the top of the page in each view allow you to quickly initiate the following actions:

  • Create a new Opportunity
  • Create a Note
  • Start a Call
  • Create a Task
  • Set a Meeting
  • Send an Email
  • Send an SMS
  • Import or export data to/from the module

Action options on the Opportunity module toolbar

 

 

 

 

Changes you can apply

The options underneath the main toolbar in each view allow you to quickly apply the following changes to Opportunity records:

  • Manage the Tags assigned to records
  • Update field values within records
  • Add or remove a record Contact to/from a Marketing List
  • Merge duplicate records

Options to amend records in the Opportunity module

 

 

 

List View

This view allows you to see a list of your Opportunities. What you see in this view can be customised in a number of ways:

  1. Search for records using any field
  2. Set criteria to filter the records that appear
  3. Save multiple filters and choose when to apply them to records
  4. Create different layouts that you can switch between, as desired

Getting to List View in Opportunities

 

 

 

Map View

This view allows you to see all your Opportunities on a map and is based on the data stored in the address section of Opportunity records. What you see in this view can be customised in a number of ways:

  1. Zoom in and out to visually search areas
  2. Quickly re-centre the map on your current location
  3. Search for records by location or subject
  4. Save multiple filters and choose when to apply them to records
  5. Change the colour of your records to visualise them by stage
  6. Display records based on which sales stage they are at

Getting to Map View in Opportunities

 

 

 

Kanban View

This view allows you to visualise all your Opportunities in an interactive Kanban view. What you see in this view can be customised in a number of ways:

  • Filter the records displayed by either Stage or Salesperson
  • Show or hide further detail about each record
  • Save multiple filters and choose when to apply them to records
  • Expand or contract each segment of the view

You can also drag records between segments to quickly update the assigned salesperson or Stage or Status (Won/Lost).

Getting to Kanban View in Opportunities

 

 

 

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