Opportunity

Opportunity refers to a futuristic business proposition either received from or requested by a company. An Opportunity may or may not materialize and translate into a project/event/rental/sale. The same is captured while creating an opportunity record.

The Opportunity search window tabs

Add Opportunity: To create new opportunities.
Search grid: To search the opportunity through the search grids which are available in each column headers of the table view. Know more about search grids.
Opportunity records: The Opportunity search screen always shows active opportunities by default. To see inactive ones, use the ‘Status’ filter. When you come back to the screen, it will reset to show only active opportunities.
Export to CSV: Exports the Opportunity information to Excel.

Manage Activities happening on an Opportunity

Create a New Opportunity

Edit an existing Opportunity