Correctly managing Opportunities in Sales will help with easy and accurate reporting in the future.
1
Add a New Opportunity
- Navigate to Sales
- On the Left Navigation Bar, Click Opportunities
- Click Action and Select Add
- Select if the Opportunity is for a Learner or a Workplace
- Search for the Learner or Workplace.
- If the Learner / Workplace exists, then Click on Select
- If the Learner/ Workplace does not exist, Click on Add New
- Note: If adding new Learner or Workplace, you will need to complete some basic contact information. It is important for the information is accurate for future reporting purposes.
- Click Save
2
(Optional) View, Edit or Delete Opportunities if Required
- Navigate to Sales
- On the Left Navigation Bar, Click Opportunities
- Note: You can use the Filters to reduce the results returned or for quick lists
- To View:
- Click on the Description to open and view the Opportunity
- To Edit:
- On the Right Hand Side of the Description, Click on Edit
- To Remove:
- Click on the Description to open and view the Opportunity
- Click on Action and Select Delete
- After any updates, Click Save