Opportunities are listed in the Featured Opportunities section. Using options found in the Show drop down box you can generate opportunity summaries based on a variety of criteria. Simply select one of the options from the drop down box and a summary of all opportunities matching your selection will be displayed in a few seconds. To view a listed opportunity in detail click the View link located to the left of the opportunity.

See Also: Sorting Reports and Views

See: Creating Custom Views

The Manage Opportunities section contains two subsections:

• Generate Reports contains a variety of reports you can generate.
• Quick Addition allows you to create a new opportunity.

See Also:
Generating Opportunity Reports
Creating a New Opportunity

There are two ways that you can add a new opportunity. Use Quick Addition if you want to quickly add a new opportunity without entering a lot of information. Further details can be filled in at a later time. Use Detailed Addition if you want to create a new opportunity with a detailed profile.

Quick Addition

• Choose the Opportunities tab located at the top of the page.
• Scroll down to the Quick Addition section.
• Enter the information for the new opportunity in the fields provided. Fields highlighted in red and marked with an asterisk are required fields. The other fields may be left blank if you wish.
• Click the Save Opportunity button to create the new opportunity.

Detailed Addition

• Choose the Opportunities tab located at the top of the page.
• Click the Add Opportunity button located in the upper right region of the page.
• Fill in your opportunity information using the Opportunity Information and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
• Save your opportunity by clicking the Save or Save & New button.


See Also: Edit, Delete or Print an Opportunity

When you have created a new opportunity or have made changes to an existing opportunity you will be able to save the opportunity information using either of the following two methods:

When the opportunities are displayed on the Opportunities tab page or in a search or generated report, click the View link to view the opportunity in detail. You can then Edit, Delete or Print the opportunity.

Edit: Click the Edit button to change the information for the opportunity. Be sure to fill in all required fields. These are highlighted in red and marked with an asterisk. To save your changes click the Save or Save & New button.

Delete: Click the Delete button. You will be prompted to verify that you want to delete the opportunity. Click OK to delete the opportunity. Click Cancel to cancel the deletion.

Clone: Click the Clone button to create a copy of the opportunity. You can now change or add information to the copy if you wish. Select the Save or Save & New button to save the cloned opportunity.
See Also: Saving an Opportunity

The Generate Reports section contains a number of reports you can run. These reports have predefined search criteria. All you have to do is click a listed report in order to run it. Other opportunity reports are listed on the Reports tab. Click the Go To Reports link in the Generate Reports section or click the Reports tab at the top of the page.