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Creating an Opportunity
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Accessing Opportunities
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| Account Opportunities assists organizations with their
potential client opportunities. Users can create, organize, report,
filter, etc, with a list of relevant opportunities. These can also
be integrated with specific accounts, with relevant profit and revenue
estimations. |
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From the main Account Manager page, click Opportunity.
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From the Opportunity screen, you may either enter a new opportunity, or edit or
preview a previously created opportunity.
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Click "Bulk Options" for a range of configurable options.
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New Opportunity
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Click New Opportunity to enter details for a new opportunity for a
certain accout.
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Set the basic properties. Click Save to create.
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Previously Created Opportunity
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To access an opportunity, click the Detail link to the left of the
opportunity in the list.
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The detail screen offers to include all "Children". If these have been enabled,
click "All", which will include, Appointments, History, Documents,
Notes, and Tasks. You may also choose to show only certain children, such
as only Notes in the detail screen.
Please Note: To enable all children in Opportunities, first go to Admin
and Edit Children , or alternatively click "Activate Children" at the
top of the detail screen.
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In this way, the user can choose as little or as much detail to be shown with
an opportunity.
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Opportunity Reports and Filters
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To Create a new report, click Reports
on the opportunity menu:
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Click either Opportunity Reports or User-Defined Reports. This
User-Defined Reports screen is very similar to the filter screen mentioned
here under the Filters section.
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For the User-Defined Report: After the filter criteria is selected, click Next.
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Select the grouping fields. For example, if you wish for the report to be
grouped by City, select City. You can also select whether these groupings are
displayed in ascending or descending order.
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Select the fields to sort by within the groupings, as well as whether to
display them in ascendig or descending order.
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Add an optional report description. This description will show up on the list
screen.
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Select the column margin width, and enter a report header and footer text, if
desired.
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Click Save
to save your report.
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To view the report, click the report name on the reports list screen. The
report can be exported into many popular formats such as MS Word and Adobe PDF.
Controls on the screen allow users to scroll forward and backward on the page
through the report results, search for an item in the report, and zoom in and
out on the report.
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