Chapter 21. Opportunities

Table of Contents

21.1. Overview
21.2. Understanding OfficeClip Opportunities
21.3. Using Opportunities
21.3.1. Creating a New Opportunity
21.3.2. Bulk Options
21.3.3. Editing Opportunities
21.3.3.1. Permissions and Ownership of Opportunities
21.3.3.2. Using Related information
21.3.4. Searching and Filtering Opportunities
21.3.4.1. Search
21.3.4.2. Filters
21.3.5. Creating Reports
21.3.5.1. Pre-Defined Reports
21.3.5.2. User-Defined Reports
21.3.5.3. Track Time Reports
21.3.6. Opportunity Tags
21.3.7. Shared Items
21.4. Opportunities Administration
21.4.1. Icons
21.4.2. Fixed Fields
21.4.2.1. Configuring List Fields
21.4.3. User-Defined Fields
21.4.3.1. Field Type
21.4.3.2. Mandatory Fields
21.4.3.3. Restricting a Field Edit-ability by Role
21.4.3.4. Configuring List Fields
21.4.4. Child Objects
21.4.5. Rename Sections
21.4.6. Rules
21.4.7. Position Fields
21.4.8. Contact Roles
21.4.8.1.

21.1. Overview

The Opportunities application enables an organization to efficiently manage, update and track the progress of their opportunities. Opportunities can be modified as they change and turn into actual sales for the company. Potential revenue and probabilities can be assigned to each opportunity, and the opportunities are also tied to OfficeClip Accounts to better provide easy and accurate management.