Chapter 20. Opportunities

Table of Contents

20.1. Overview
20.2. Understanding OfficeClip Opportunities
20.3. Using Opportunities
20.3.1. Creating a New Opportunity
20.3.2. Bulk Options
20.3.3. Opportunity List
20.3.4. Editing Opportunities
20.3.5. Viewing Opportunity Details
20.3.5.1. Tools Menu
20.3.5.2. New Menu
20.3.6. Using Related Information
20.3.6.1. Notes
20.3.6.2. Activities
20.3.6.3. Documents
20.3.7. Contact Roles
20.3.8. Competitor
20.3.9. Export Opportunities
20.3.10. Print
20.3.11. Opportunity Tags
20.3.12. Permission and Ownership of Opportunities
20.3.12.1. Permission of Opportunities
20.3.12.2. Ownership of Opportunities
20.3.13. Searching and Filtering Opportunities
20.3.13.1. Search and Sort
20.3.13.2. Filters
20.3.14. Reports
20.3.14.1. Category : Opportunities
20.3.14.2. Category: Organization
20.3.14.3. Category: Project
20.3.14.4. Creating Reports
20.3.14.5. Viewing Reports
20.3.14.6. Scheduled Reports
20.3.14.7. Shared Reports
20.3.15. Import/Export Opportunities
20.3.15.1. Importing Opportunities
20.3.15.2. Exporting Opportunities
20.4. Opportunities Administration
20.4.1. Icons
20.4.2. Fixed Fields
20.4.2.1. Configuring List Fields
20.4.3. Custom Fields
20.4.4. Related Info
20.4.5. Rules
20.4.5.1. Access Rules
20.4.6. Customize Screen
20.4.7. Relations
20.4.8. Contact Role

20.1. Overview

The Opportunities application enables an organization to efficiently manage, update and track the progress of their opportunities. Opportunities can be modified as they change and turn into actual sales for the company. Potential revenue and probabilities can be assigned to each opportunity, and the opportunities are also tied to OfficeClip Accounts to better provide easy and accurate management.