An Opportunity is a qualified Sales prospect with a likely chance that they will be able to do business with your company. You have established that they have buying power and have entered into the buying cycle. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is 'Closed Lost or 'Closed Won'.

Opportunities Actions

You can access the Opportunities actions from the Opportunities module menu drop down or via the Sidebar. The Opportunities actions are as follows:

  • Create Opportunity – A new form is opened in Edit View to allow you to create a new Account record.

  • View Opportunities – Redirects you to the List View for the Opportunities module. This allows you to search and list Opportunity records.

  • Import Opportunities – Redirects you to the Import Wizard for the Opportunities module. For more information, see Importing Records.

To view the full list of fields available when creating an Opportunity, See Opportunities Field List.

Managing Opportunities

  • To sort records on the Opportunities List View, click any column title which is sortable. This will sort the column either ascending or descending.

  • To search for a Opportunity, see the Search section of this user guide.

  • To update some or all the Opportunities on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.

  • To duplicate a Opportunity, you can click the Duplicate button on the Detail View and then save the duplicate record.

  • To merge duplicate Opportunities, select the records from the Opportunities List View, click the Merge link in the Actions drop-down list, and progress through the merge process. For more information on Merging Duplicates, see the Merging Records section of this user guide.

  • To delete one or multiple Opportunities, you can select multiple records from the List View and click delete. You can also delete a Opportunity from the Detail View by clicking the delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.

  • To view the details of a Opportunity, click the Opportunity Name in the List View. This will open the record in Detail View.

  • To edit the Opportunity details, click the Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.

  • For a detailed guide on importing and exporting Opportunities, see the Importing Records and Exporting Records sections of this user guide.

  • To track all changes to audited fields, in the Opportunity record, you can click the View Change Log button on the Opportunities Detail View or Edit View.

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