How to Access Opportunities?

Created by Jared Developer, Modified on Mon, 4 Sep, 2023 at 3:21 PM by Jared Developer

1. Upon successful login, click Opportunities from the left navigation bar. Doing so takes you to the Opportunities screen.



2. Here, all the added opportunities are displayed. Information is tabulated via various columns that include ID, Name, Status, Address, Company Name, Contact Name, Contact Phone, Due Date, Product Scope, Sales Person, Notes, and Actions.



3. Clicking an opportunity name takes you to Update Opportunity screen where you can edit the details for the selected opportunity.



4. To search for a specific opportunity, type in the name of the opportunity in the search bar at the top-right corner.



5. By default, 10 records are displayed per page. However, you can use the dropdown at the top-left corner to change it to 25, 50, or 100.





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