Manage Opportunities 

Opportunity Grid 

You can perform the following actions for opportunities from the grid:

  • Export and import opportunity record details with Export and Import buttons.

  • Delete an opportunity from the system: Trash-SVG

  • Get to the edit form of the opportunity:

  • Get to the view page of the opportunity:

Opportunity grid

Multiple Grid Views 

The following multiple grid views are available for opportunities:

  • All opportunities

  • Open Opportunities

  • Overdue Opportunities

  • Recently Closed Opportunities

Open Opportunities grid is the default view.

To change the grid view, click on the arrow icon on the right of Open Opportunities header and select the preferred grid view from the dropdown, as shown in the screenshot below.

Multiple grid views

Inline Editing 

Inline editing can help you amend opportunity details without opening the edit opportunity form. For opportunities, it is available from records’ grids and view pages.

If the Pencil-SVG Edit Inline icon appears next to the field, inline editing is available for that value.

To edit the opportunity from the grid, double-click on the field or the inline editing icon Pencil-SVG in the field you wish to edit.

Inline editing for opportunities Inline editing for opportunities

Kanban Board 

As an alternative to grid view, you can view Opportunities in Kanban board. To change grid view to board view, open Grid/Board menu and click Board.

Kanban Board switcher Kanban Board switcher

Important

Note that Kanban board functionality is available only if Opportunities Management Flow is deactivated in System > Workflows.

Within the board, you can:

  • Change opportunities status by dragging them between columns.

    Drag opportunities between columns on Kanban Board

  • Delete an opportunity from the system:Trash-SVG

  • Get to the edit form of the opportunity:

  • Get to the view page of the opportunity:

    Manage opportunities from Kanban Board

Important

Note that the inline editing feature is unavailable for board view. Inline editing is only possible within the grid view.

View Opportunities 

Customer, Account, and Opportunity view pages contain a list of relevant opportunities, so the complete history of the deals with a particular customer or account can be viewed in one place, thus helping the sales representatives find clues for the current deals.

Customer view:

Customers view page with related opportunities

Account view:

Account view page with related opportunities

Opportunity view:

Opportunities page with related other opportunities