Opportunities: Overview

• Where to find Opportunities

• What you can do here

• Filter by All, Open, Won, Lost, and Unconverted Opportunities

• Additional Filters 

• Select which fields to show in your Opportunity list using the eye icon

• Where to go next 

You can view your Opportunities in two places:

Globally, under Clients > Opportunities in the main navigation. This shows every Opportunity across all clients.

Per client, on the Opportunities tab of an individual client's page. This shows only the Opportunities linked to that client.

Please note: any project marked as opportunity stage will appear in your opportunities list.

From the Opportunities view, you can:

See the opportunity's name, the client it's associated with, the primary contact, the target value, the win probability, the opportunity stage, the start date, the end date, the quote's status, the quote expiry date, and the salesperson associated with that opportunity: 

Create a new opportunity: 

Track the opportunity stage: All Opportunities, Open, Won, Lost, and Unconverted: 

Use the filter options at the top of the list to narrow down what you're looking at:

Filter	Shows
All	Every Opportunity, regardless of stage
Open	Opportunities that haven't been won or lost yet
Won	Opportunities that have been marked Won, even if they've since moved into delivery
Lost	Opportunities that have been marked Lost
Unconverted	Opportunities marked Won that are still sitting in the Opportunity stage

Additional Filters

• Client
• Contact
• Salesperson
• Opportunity Stage
• Win Probability
• Opportunity Status

Select which fields to show in your Opportunity list using the eye icon

• Client

• End date

• Opportunity Stage

• Opportunity Status

• Primary Contact

• Quote Expiry

• Quote Status

• Salesperson

• Start Date

• Target Value

• Win Probability

Note: you can sort by these fields using the arrows on the columns. For certain fields, you'll see a visual indicator if the end date is missing (for example, on the End Date field).

Where to go next 

• Admin: Opportunity Stage Mapping
• Creating an Opportunity
• How to Manage Opportunities

Opportunities & Quote Designer are available as a paid add-on module. To enable it for your team or discuss pricing, reach out to your Account Manager.