The Opportunities list helps you track potential sales. Opportunities also show up on the Sales board.
This article guides you through working with the Opportunities list. To create an opportunity, upload a file to it or copy it, see How to create & edit opportunities.
This article covers:
Opening the Opportunities list
To view opportunities:
- Click Sales & CRM and the dropdown arrow next to Sales board:
- Select one of the following:
- My open opportunities
- My lost opportunities
- All open opportunities
- Saved opportunities - for any of your saved lists
You can also access the Opportunities list by selecting the Opportunities tab from the top of the Sales Board:
The list of opportunities you selected is displayed.
Viewing the Opportunities List
The Opportunities list provides an overview of your opportunities:
The columns include:
- Close date - the date the opportunity is expected to close. The list is sorted by this column by default, latest date first
- Company - click to open the company card
- Description - shows the description entered for the opportunity
- Value - displays the total value of the products added to this opportunity
- Stage - displays the current stage, which describes the opportunity’s position in your sales process (such as Fallback, First appointment, Prospect 1, Prospect 2, Verbal agreement, Won) and corresponds to the columns on the Sales Board
- User - displays the sales representative assigned to this opportunity (shown by default in My open opportunities)
Turn on Weighted value at the top of the list to show weighted values in the Value column. The weighted value is the opportunity value multiplied by the stage probability: an opportunity worth $100 in a stage with 50% probability has a weighted value of $50.
To find a specific opportunity in the list, enter the first few letters of the Company name or the Description in the Quick Search field at the top right.
The row for each opportunity allows you to open, edit or delete the opportunity.
To customise your Opportunities list, you can:
- Sort the list
- Customise the columns shown for the list
- Filter the list
- Save the list.