Opportunities - Main Views and Filters
In this article, we will explain the buttons and options available in the main view of the "Opportunities" tab and in the view that appears when we click on a specific opportunity. Additionally, we will describe the filters that we can use within this view to search for specific opportunities that we need for our customer management.
Previous concepts:
Where can I find this option? → Left side menu → Opportunities
Remember that in order to have this tab available you must have contracted the module: Complete CRM
Detailed view of an opportunity
When we enter an opportunity we find the following view:
In the upper left, we see the name of the state in which the opportunity we have opened is located. Below this, the sub-state is displayed, followed by a button that says "Change State", which allows us to move the opportunity from one sub-state to another. Towards the right side, we see three other small buttons which are:
- Open States: Shows us the substates that this opportunity has open at this moment.
- Historical: We see a timeline that tells us all the sub-states through which this opportunity has passed, whether they have been opened or closed, the date on which said change was made and the user who made it.
- Change status dates: Allows us to change the start, end or estimated dates for the substates that this opportunity has had open.
- Notes: Before adding notes in this section, we must click on the button that says "Edit". By doing so, this option will be enabled and we will be able to place relevant information about the opportunity so that other team members can take it into account.
In the upper right corner of the screen, we find three lines that, when clicked, display a list of options available to carry out at our opportunity:
- Edit opportunity: Allows us to edit the opportunity information.
- Send email: Through this option we can send an email to the email address that has this opportunity registered.
- Log in as a customer: This option allows us to navigate from the view that the customer would have once they log in to the customer portal.
- Delete opportunity: Allows us to permanently delete this opportunity.
- Duplicate opportunity: Allows us to create another opportunity from this one.
Main view of the opportunities tab
By clicking on the left side menu, in the "Opportunities" section, we find a list of all the opportunities created on the platform, classified by type of opportunity. At the top of this view, we have a search engine that allows us to directly access a specific opportunity using its ID, name, opportunity name, email or phone number.
To the right of the search engine is the "Create Opportunity" button, the functionality of which we explain in detail in this article . Next, we see the "Export" button, which we use to generate the necessary reports, and whose use we also describe in another article
Filters
In addition to the options mentioned above, in this view we have filters, a drop-down menu that shows us several options through which we can easily find specific opportunities. We have the following options to filter:
States: We can choose to show us the opportunities of all the states that we have created or a specific state along with the substates that are within that state or we can choose a state and then a single substate.
Channels: Through this option we can filter our opportunities through the channels to which they belong.
Users: We can filter our opportunities by users or by teams, and by choosing the entire team, all users belonging to this team are selected.
Advanced filters: Through this filter we can find opportunities by searching in more detail using the following available options: address, city, province, start date, end date, commercial installer type of client (residential or commercial for example). We also have the option to view unassigned opportunities and opportunities that are in a closed state.
Column selection: This option allows us to activate or remove the columns that we find available in the opportunities view.
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