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Wisenet

      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.

      1

      Navigate to LRM

      2

      Workplace Opportunity

      1. On the Top Navigation Bar, click on Organisations
      2. In the Workplace section, Find and Click on the name to open the relevant Workplace record
      3. On the Left Navigation Bar, Select Opportunities

      Learner (Client) Opportunity

      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

      View Opportunities against Owner / Staff

      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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