Module Navigation

Opportunities Overview

The Opportunities list companies that have evaluated a product demo or trial version and been identified as potential accounts.

To access the Opportunities page:

  1. Click the menu button in the top left.


  2. 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


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