Opportunities - Revision history

Ashley DeBon: /* Editing an Opportunity */

2026-07-14T14:53:14Z

‎Editing an Opportunity

2026-07-14T14:51:57Z

‎Editing an Opportunity

2026-07-14T14:51:33Z

‎Editing an Opportunity

2026-07-14T14:48:57Z

‎Edit Opportunities

2026-07-14T14:48:28Z

‎Edit Opportunities

2026-07-14T14:46:10Z

‎Add Opportunity

2026-07-14T14:44:08Z

‎Add Opportunity

2026-07-14T14:40:06Z

‎Exporting Opportunities

2026-07-14T14:35:12Z

‎What are Opportunities?

2026-07-14T14:32:49Z

@@ Line 100: / Line 100: @@
 # Log in to your CallProof account.
 # From the main navigation bar, hover over '''Sales'''.
 # Select '''Opportunities'''.
 # The '''Opportunities''' page opens and displays the list of opportunities.
 # Locate the opportunity that you want to edit.
 # Click the '''Edit (pencil) icon''' next to the opportunity.
 # The '''Update Opportunity''' page opens.
 # Update the required fields, such as:
 #: * '''Opportunity Name'''
@@ Line 124: / Line 117: @@
 #: * '''Opportunity Personnel''' (if applicable)
 #: * '''Linked Accounts''' and any '''Custom Opportunity Fields''' (if available)
 # Click the '''Save''' button.
 # A confirmation message appears, and the opportunity is updated successfully.
 # The updated opportunity is reflected in the '''Opportunities''' list and the '''Funnel View'''.

@@ Line 96: / Line 96: @@
 |}
+</div>
 '''Navigation:''' '''Sales''' → '''Opportunities'''

← Older revision		Revision as of 14:51, 14 July 2026
Line 85:		Line 85:

	== Editing an Opportunity ==		== Editing an Opportunity ==
		+	Click on the Employee, Type, Value, Probability, Derived, or Close Date to edit the opportunity. (Note: Clicking on the company or contact will open the company or contact edit page for updating.)
		+	The Edit Opportunities allows the Opportunity Type, Value, Probability, Employee, Notes and Close Date can be updated here. Once the data is updated, click '''Update''' to save the information.
		+	The bottom half of the edit page shows the history of this Opportunity. Any time an Opportunity is updated, a copy is created before the changes are saved.
		+
		+	<div style="float:right; margin:0 0 1em 1em;">
		+
		+	{\| style="border:0;"
		+	\| [[File:oppEdit.png\|250px\|thumb\|Click the Edit (pencil) icon]]
		+	\| [[File:oppEditView.png\|250px\|thumb\|Update Opportunity]]
		+	\|}
		+

	'''Navigation:''' '''Sales''' → '''Opportunities'''		'''Navigation:''' '''Sales''' → '''Opportunities'''

@@ Line 83: / Line 83: @@
 # The new opportunity is available on the '''Opportunities''' tab of the account and under '''Sales''' → '''Opportunities''' and '''Sales''' → '''Current Funnel'''.
 <div style="clear:both;"></div>
 == Editing an Opportunity ==

@@ Line 87: / Line 87: @@
 Click on the Employee, Type, Value, Probability, Derived, or Close Date to edit the opportunity.  (Note: Clicking on the company or contact will open the company or contact edit page for updating.)
-The Edit Opportunities allows the Opportunity Type, Value, Probability, Employee, Notes and Close Date can be updated here.  Once the data is updated, click '''Update''' to save the information.
+# Locate the opportunity that you want to edit.
-The bottom half of the edit page shows the history of this Opportunity.  Any time an Opportunity is updated, a copy is created before the changes are saved.
+* Non-managers can edit only their own opportunities.

@@ Line 64: / Line 64: @@
 # Click the account (or contact) for which you want to create an opportunity.
 # The account page opens.
-# Click the '''Opportunities''' tab.
+# Click the '''plus''' icon.
 # Click the '''Add Opportunity''' button.
 # The '''Add Opportunity''' page opens.

@@ Line 47: / Line 47: @@
 == Add Opportunity ==
-Click [[Add Opportunity]] to add a New Opportunity.  This will go to the [[Add Opportunity]] screen.
+<div style="float:right; margin:0 0 1em 1em;">
-More Info: [[Add Opportunity]]
+{| style="border:0;"
 == Edit Opportunities ==

@@ Line 19: / Line 19: @@
 <div style="clear:both;"></div>
-== Exporting Opportunities ==
+== Exporting Opportunities Report ==
 Clicking Export Opportunities to receive a comma separated value file (CSV).  CSV files can easily be opened in Excel and other spreadsheet applications.
 == Add Opportunity ==

@@ Line 1: / Line 1: @@
 Path: [[Callproof Support]] - [[Website]] - [[Sales]] - [[Opportunities]]
-== What are Opportunities? ==
+== Viewing Opportunities Report ==
 Opportunities track a sale as it moves along the company process.  The [[Current Funnel]] shows a visual representation of the opportunities.  The levels of the Current Funnel can be customized by clicking on [[Opportunity Types]] from the [[Sales]] tab of the [[Navigation Bar]].
 [[File:OpporuntiyIndex.png|250px|thumb|right|Index of Opportunities]]
 <div style="clear:both;"></div>
 == Exporting Opportunities ==