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How To View and Update Opportunities against Records

Each Opportunity can be edited / opened by clicking on either the Description or the Edit icon.

Before you begin:

Required Knowledge: Opportunities in RED have passed their expected close date.

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  1. On the Top Navigation Bar, click on Workplaces
  2. Find and Click on the name to open the relevant Workplace record
  3. On the Left Navigation Bar, Select Opportunities
  1. On the Top Navigation Bar, click on Learners
  2. Find and Click on the name to open the relevant Learner record
  3. On the Left Navigation Bar, Select Opportunities
  1. On the Top Navigation Bar, click on Staff
  2. Find and Click on the name to open the relevant Staff Member’s record
  3. On the Left Navigation Bar, Select Opportunities
Next Step

Sales Reports

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