20.3.5. Viewing Opportunity Details

Opportunity Details can be viewed by clicking on the details icon at the left side of each opportunity or by double-clicking on a row.

20.3.5.1. Tools Menu

On the Opportunity summary page, we can see the tools button on the right side of the page.

20.3.5.1.1. History

OfficeClip keeps track of all the changes made to opportunity records. This includes any modified field, any added notes, etc. This option shows a list of all such changes in reverse chronological order.

20.3.5.1.2. Convert to Project

Once an opportunity is successful, it can be converted into a project. Project allows the organization to track time and expense spent on them. To convert an opportunity into a project, select Convert to Project from the Tools menu.

20.3.5.2. New Menu

The New button next to the Tools button on the top right corner allows users to insert some related information quickly (without changing the context of the screen).

The following related information can be added to the opportunity:

20.3.5.2.1. Contact Role

Contact roles allow you to associate multiple contacts with each opportunity and to give those contacts a particular role in the opportunity, such as Manager or Associate. Associated Contact roles with your opportunities will help you to better manage your opportunities and their relationship with the contacts.

To assign a contact role for a particular opportunity:

  1. In the opportunity list, double-click the opportunity to which you want to assign a role for a contact.

  2. Then on the summary screen, click New > Contact Role.

  1. From the drop-down list, select the role you want to assign and click icon. The search icon will give a list of Contacts from which you can choose who will have that Contact Role for that opportunity.

  2. If you want a Primary Contact for the opportunity, simply click the radio button beside that person.

  3. Click Save when finished.

To see more details for how to create a contact role, click here.

20.3.5.2.2. Documents

Relevant Documents can be attached to an opportunity, allowing for important information to be easily accessed from one place.

Upload File: These files can be uploaded from the local disk and will stay with the Opportunity. These files are removed when the opportunity is deleted.

To Upload file:

  1. In Opportunities, click on the icon of an opportunity.

  2. On the Opportunity summary screen, on the top right corner click on New > Documents.

  1. Click on the icon.

  1. You can drag and drop a file from your windows explorer application or you can click the Select button and choose the file from the desired location.

  2. Click Save and Close.

20.3.5.2.3. Events

Events are appointments that are linked with an opportunity. These events show up with the Opportunity as well as OfficeClip Calendar.

To add New Events:

  1. In Opportunities, click on the icon of an opportunity to add new events.

  2. Click New > Events.

  3. Enter the title, description, location, the start time and date of the event and the duration of the event.

  4. Click Save after you finish and Click Cancel to exit.

20.3.5.2.4. Notes

Notes are encounters with the Opportunity. They appear in chronological order and can be public (shown to all the Organization users) or private (see by the creator only).

Add a Note

  1. In Opportunities, click on the icon of an opportunity to add a new note.

  2. Click New > Notes. The screen appears with the note creation template.

  3. Enter the title and type your notes in the Note box and click Spell Check to identify and correct any spelling errors.

  4. If you are creating a personal note, click the Private check box. In the Note List a lock icon is displayed beside the note, indicating that it is a personal note. A public note will be visible to all the users.

  5. To add Attachments, click on the icon. To upload a file click on the Select button and choose the file from the desired location. You can also drag and drop a file in the box from your windows explorer.

  6. Click Save to save the note in the Note List, or Cancel to exit.

[Note] Note

Personal notes can only be accessed by the user; public notes can be seen by every user of the organization.

20.3.5.2.5. Tasks

Tasks related to the opportunity are shown here. They are also shown in the OfficeClip Tasks application.

To add new Tasks:

  1. In Opportunities, click on the icon of an opportunity to add a new task.

  2. Click New > Task.

  3. Enter the title, description of the task, the type of task, due date and time fixed if any.

  4. Click Save after you finish and Click Cancel to exit.

20.3.5.2.6. Competitor

The OfficeClip Competitor application allows companies to store and track information regarding their competitors. The competitor information can also be stored with each opportunity. Knowing which competitor won a particular opportunity helps in making changes to the sales tactics to win future opportunities.

To add a new competitor:

  1. Double-click the opportunity for which you want to add a competitor.

  2. On the summary page, click Competitor > New Competitor.

3. Depending on your browser settings, you can either see the excel worksheet on your screen or you will be presented with an Open or Save pop-up dialog box.