21.3.3. Editing Opportunities

From the main Opportunity List, you can modify the Access Information, User Information, Other Information, User-Defined Fields and Ownership of the Opportunity. The main Opportunity List shows the Title, Account Name, Next Step, Account number, Est. Close Date, Probability, Est. Revenue and Owner in the top row and clicking any of these links allows you to changes whether they appear in descending or ascending order.

To edit an Opportunity, click Contacts on the main toolbar, then select Opportunities on the left toolbar. The Opportunity list is displayed.
Click the icon next to the Opportunity you want to modify. Press the Modify button under the Function column to make changes to the Opportunity. Press Save when finished, Cancel to exit, or you can press Delete to remove the Opportunity. You will be taken back to the main Edit Opportunity screen.
You can delete an Opportunity by pressing Delete under the Function column.
Also in this screen, you can move to another Opportunity from the list by pressing the Previous and Next buttons.
You can Clone an Opportunity by pressing the Clone button in the function column. Cloning Opportunities allows you to make a copy of all the opportunity information except the Title, so you can easily add more opportunities without re-entering company information, etc.
The Opportunity Detail screen offers Related Information that includes Appointments, Documents, History, Notes and Tasks.
You may also choose to show only certain related information, such as only Notes in the screen. Press Finished when you have completed all the modifications. This will save all actions.

	Note
	The Ownership and Related information features are described in more detail in the following sub-section.

21.3.3.1. Permissions and Ownership of Opportunities

You can change the Read, Write, Append, and Delete status of an Opportunity, and also change who owns the object in the Ownership section of the Edit Opportunity screen. By default (unless changed by an administrator) only the creator of the Opportunity and the administrator has full access to it and all other users only have Read access. The creator can change the kind of access other users have by changing the permissions.

To change the owner of an Opportunity, click on the Opportunity from the main Opportunity List and then click Re-Assign under the Ownership section of the Edit Opportunity screen.
Select a user to Assign Ownership To from the drop down list and if you want to send that user an email notification, check the box. Press Save when finished or Cancel to exit.
Click Change Permissions under the Ownership section of the Edit Opportunity screen to edit the permissions associated with the Opportunity.
In the screen that pops up, you can see the access that various users have, and you can change this by clicking the icon to the left of the user name.
Check the appropriate boxes based on the permissions needed and click Save when finished or Back to return to the previous screen.
To see the users for a particular role, click the icon next to the role you want to view.

21.3.3.2. Using Related information

This section will describe how to use the various related information that are associated with the Opportunities application.

21.3.3.2.1. Tasks

When the Task child is enabled, it will show at the bottom of the details screen with all the tasks associated with that particular opportunity, and you can edit it. You can filter tasks by selecting a category from the drop down list or by checking the Owned by me or Assigned to me checkboxes. To create a new Task, click the Create a New Task link and fill in the fields. The task will be associated with the opportunity.

21.3.3.2.2. History

Note: This feature is only available in the Professional Edition of OfficeClip

This will show any history associated with the opportunity.

21.3.3.2.3. Appointments

You can create and manage appointments associated with the opportunity. This is useful for keeping track of meetings, etc. with potential clients. Click the New Appointment link and then fill out the information needed to make the appointment.

21.3.3.2.4. Documents

Relevant documents can be attached to an account, allowing for important information to be easily accessed from one place. Click the Edit Attachments link and then click Browse to find the file. Click Upload to attach the document then press Finished.

21.3.3.2.5. Notes

Notes allow you to write any additional information regarding the opportunity, any of the Related Information, etc. You can write up to 4000 characters and can spell check your note as well. Simply click on the New Note link and write your note. Click Save when finished.

21.3.3.2.6. Relationships

Contact Manager provides the ability to create arbitrary relationships between various entities in OfficeClip. For Example:

For Real Estate Transactions, a Broker can be a relationship between two Contacts.
An Account can be a Partner of another Account
A Contact can be a Coordinator for an Opportunity.

To create relationships in Contact Manager, follow the steps:

To create relationships between the modules of the Contact Manager (Contacts, Accounts, Opportunities and Campaigns) click on the icon of the Contact, Account, Opportunity or Campaign you want to add a relationship to, and then click Relation on the Related information tab along the top.
Click the New Relationship link in the table. Your First Participant will be named; you can select the relationship from the drop-down menu and select the Second Participant. Click Save.
The Relationship is now set up between the two participants.