Once logged in to the CRM module, click the Opportunities button in the left menu to display the corresponding screen. You get an overview of opportunities by portfolio, business and stage of progress.
It also allows you to manage in detail all the opportunities from creation to completion.
# | Description |
---|---|
1 | Path for easy navigation within the CRM module |
2 | Clickable menu to switch from one screen to another of the CRM module |
3 | Kanban view of opportunities by stadium. Each block is clickable and can be moved from one column to another. |
4 | Sum of the signed quotes (by the logged user) and user ranking on each period. |
5 | Link to the list of lost and won opportunities. When dragging and dropping, this area allows you to mark an opportunity as won, lost, or deleted. |
For more information, see the following sections: