Dashboard
- Opportunities reports
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Create opportunity – You can create opportunity by entering pertained informations in appropriate fields through create opportunity page. Hit “Create & New” button to save and continue creating new opportunity or hit “Create” button to view opportunity information.
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Pipeline – A sales pipeline is driven by amount and close date of an opportunity. This chart delivers the fundamental information of the opportunity which evaluates the amount with probability percentage.
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All opportunities – You can view all opportunities by clicking “All opportunities”. You can click on a opportunity name & It will redirect you to Opportunities detail information page.
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Recently Created – You can view recent opportunities with the click of “Recently created”. It will redirect you to opportunity detail information page.
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By Queue – You can view opportunities with click of “By Queue”. Here you can view your own opportunity, Your employee opportunity, your team opportunity.
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To Follow Up – you can view the follow up opportunities by clicking of “To Follow Up”. It will be redirect you to opportunity detail information page.
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By Sales stage – You can view the opportunity by clicking “By sales stage”. It will display opportunity depend upon the sales stage to be selected.
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By Market – You can view the opportunity by clicking “Market”. It will display opportunities depend upon the market to be selected.
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By Territory – You can view the opportunities by clicking “Territory”. It will display opportunities Related to the selected Territory.
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My Views – You can view the opportunities by clicking “My Views”. It will display opportunities which is viewed by you.
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Shared Views – You can view the opportunities by clicking “Shared views”. It will display views which is shared by others.
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Quick Links – You can view the links by click “Quick Links”.
