Opportunity List

The Opportunity List gives you a pipeline view of every sales prospect showing key columns like code, customer, facility, type, stage, probability, amount, expected close date, owner, and status. Use the search, filters, and column sort to zero in on specific deals; open any row to edit details or update stage; and use row actions to add notes, attach files, or progress the opportunity. From here you can also convert qualified deals into quotations or jobs, assign owners, and keep the pipeline current by archiving or reactivating records as needed. 

Here is a reference video:

Follow these steps:

1. From the menu click on Pipeline and then click on Opportunity. 

2. The opportunity list will appear.

3. Beside every opportunity you will see several action icons. 4. Clicking on which you can either edit an opportunity or look at it’s details. You can also create Quotation, Sales Order and Job as well.

5. Clicking on edit you will land on the below page where you can edit any details in the opportunity that is required.

6. When you click on Opportunity Details button, you will land on the page below:

7. You can also change the stages of the opportunity from this details page as shown. Further you can add Notes and Files as well. Refer to the screenshots below:

8. Next is the Task section. The task section will allow you to create a follow up task for the selected opportunity. This section will also allow you to keep a detailed track of the communication that is being made with the customer. Refer to screenshots below:

9. Next, you can also view the list of Quotations and Sales Orders that have been generated for the selected opportunity. There is also an Invoice tab which will show the list of invoices that have been generated for that opportunity. Refer to the screenshot below:

10. Clicking on Work Order tab will show you a list of all the WOs that have been created for that opportunity.