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Opportunity
Opportunity Overview
Last Updated: August 28, 2025The Opportunities application is where potential deals are formally tracked once a lead shows genuine interest in your products or services. It allows sales teams to manage the entire journey of a deal, from initial qualification through negotiation and closure....
Working with Opportunities
Last Updated: August 28, 2025Filtering Opportunities Users can filter opportunities using options such as My Opportunities, My Team, Open, Closed, and Lost. Opportunities can also be filtered directly from the grid columns for quick refinement. Creating Opportunities A “+” icon is available to create...
Tracking Sales Activities within an Opportunity
Last Updated: August 28, 2025Accessing the Activities Tab Navigate to the Activities tab in the selected opportunity. From here, you can create, view, and track all sales activities linked to the opportunity. Adding or Removing Activities Click on “Click here to add activity”. Use...
Deleting an Opportunity
Last Updated: August 28, 2025Navigate to Opportunities Go to the Opportunities section from the main navigation menu. Select Opportunities Tick the checkbox next to the opportunity you want to delete. You can also select multiple opportunities at once if needed. Open the Menu Click...
Restoring an Opportunity
Last Updated: August 28, 2025Open the Trash Folder Open the Trash folder by clicking on the downward-facing arrow in the Opportunities section. Select Opportunity Select the opportunity you want to restore by ticking the checkbox next to it. Click Restore Click on the Restore...