The Opportunities list companies that have evaluated a product demo or trial version and been identified as potential accounts.
To access the Opportunities page:
- Click the menu button in the top left.
- Click Opportunities.
When you arrive at the Opportunities page, all existing opportunities will be listed with the:
- Company name
- Company type
- # of employees
- Estimated revenue
- Producer of the opportunity
- Sales status
- Access Status
- Date of the latest note
The top of the page allows you to search/filter the company list.
The action drop-down menu lets you:
- Add New Opportunity
- Quick Entry
- Report Dashboard
- Delete Selected Records
