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.

Overview

Use the search, filters, and column sort to zero in on specific deals; open any row to edit details or update the stage; and use row actions to add notes, attach files, or progress the opportunity. From the Opportunity List you can also convert qualified deals into Quotations, Sales Orders, or Jobs, assign owners, and keep the pipeline current by archiving or reactivating records as needed.

Here is a reference video:

Steps to Use the Opportunity List

Step 1 – Navigate to the Opportunity List

From the menu, click on Pipeline and then click on Opportunity. The opportunity list will appear showing all your pipeline records.

Step 2 – Use the Action Icons

Beside every opportunity you will see several action icons. Using these icons you can edit an opportunity, view its details, or create a Quotation, Sales Order, or Job directly from the list.

Step 3 – Edit an Opportunity

Clicking on the Edit icon will take you to the edit page where you can update any details of the opportunity as required.

Step 4 – View Opportunity Details

Clicking on the Opportunity Details button opens the full details page for the selected opportunity.

Step 5 – Update Stage, Add Notes and Files

From the details page, you can change the stage of the opportunity to reflect its current progress. You can also add Notes and attach Files to keep all relevant context stored against the record.

Step 6 – Manage Tasks and Communication Tracking

The Task section allows you to create follow-up tasks for the selected opportunity. This section also keeps a detailed track of all communication being made with the customer.

Step 7 – View Quotations, Sales Orders, and Invoices

You can view the list of Quotations and Sales Orders that have been generated for the selected opportunity. The Invoice tab shows all invoices that have been generated for that opportunity.

Step 8 – View Work Orders

Clicking on the Work Order tab will display a list of all Work Orders (WOs) that have been created for the selected opportunity.

Tips for Using the Opportunity List

• Use the search and filter options to quickly locate specific opportunities by customer, stage, owner, or close date — especially useful when managing a large pipeline.
• Keep the Stage field updated as deals progress. Accurate stage data ensures your pipeline and forecasting reports reflect the true state of your sales funnel.
• Use the Task section to schedule and track follow-up activities for each opportunity, so nothing falls through the cracks between touchpoints.
• Convert qualified opportunities directly into Quotations, Sales Orders, or Jobs using the row action icons — this keeps the full deal history linked and traceable.
• Add Notes and Files on the details page to keep meeting summaries, proposals, and email threads stored directly against the opportunity for easy team reference.
• The Invoice and Work Order tabs on the details page give you a complete financial and operational picture of each opportunity in one place.

Frequently Asked Questions

How do I access the Opportunity List in DreamzFSM?
Click on Pipeline in the main navigation menu, then select Opportunity to open the full Opportunity List page.

What actions can I perform from the Opportunity List?
From the list, you can edit an opportunity, view its full details, create a Quotation, Sales Order, or Job, assign owners, add notes and files, and update the opportunity stage — all using the row action icons.

How do I update the stage of an opportunity?
Click on the Opportunity Details button for the relevant record. From the details page, you can change the stage to reflect the current progress of the deal.

Can I track tasks and customer communication against an opportunity?
Yes. The Task section on the opportunity details page allows you to create follow-up tasks and maintain a detailed log of all communication with the customer related to that opportunity.

Where can I view invoices and work orders linked to an opportunity?
Open the opportunity details page and navigate to the Invoice tab to view all invoices generated for that opportunity, or the Work Order tab to see all associated Work Orders.

Related Articles

• Create a New Opportunity
• Lead List
• Add New Lead
• Create Estimates and Estimate Listing
• How to Create Jobs