Working with Opportunities

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

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

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

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

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

In List View, you can select multiple Opportunity records and use the Update button to apply changes to field values for records in bulk.

A new pop-up window will open where you can choose which fields you want to update and specify the new values. Click on Update to apply the changes.

Note that if you want to update the Stage field, you need to update the Type field first, as demonstrated in the following screenshot.

Update the Type field first, then the Stage field

If you try to update the Stage field first, the list of options will not populate, as per the following example.