Opportunities (New Web) - Revision history

Ashley DeBon at 07:18, 23 July 2026

2026-07-23T07:18:34Z

Ashley DeBon: /* Opportunities (Sales Funnel) */

2026-07-23T05:35:24Z

‎Opportunities (Sales Funnel)

Ashley DeBon at 05:28, 23 July 2026

2026-07-23T05:28:50Z

Ashley DeBon at 05:28, 23 July 2026

2026-07-23T05:28:18Z

Ashley DeBon: /* View the Sales Funnel board */

2026-07-23T05:24:46Z

‎View the Sales Funnel board

Ashley DeBon: /* Opportunities (Sales Funnel) */

2026-07-23T05:19:42Z

‎Opportunities (Sales Funnel)

Ashley DeBon: /* Opportunities (Sales Funnel) */

2026-07-23T05:18:44Z

‎Opportunities (Sales Funnel)

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Opportunities = Opportunities (Sales Funnel) = '''Screen title:''' Opportunities '''Browser title:''' Sales Funnel ''..."

2026-07-23T05:16:55Z

Created page with "Path: Callproof Support - New Website - Opportunities = Opportunities (Sales Funnel) = '''Screen title:''' Opportunities '''Browser title:''' Sales Funnel ''..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Opportunities]]

= Opportunities (Sales Funnel) =

'''Screen title:''' Opportunities
'''Browser title:''' Sales Funnel
'''Address:''' <code>/funnel/new/</code>

Use this screen to view your sales pipeline as a stage board.
Each column is an opportunity stage. Cards are opportunities. You can drag cards between stages, review totals, and filter what you see.

From this screen you can also:

* See total pipeline value and derived value
* Move opportunities to another stage by dragging
* Open an opportunity or its account
* Filter by date, probability, company, user, and market
* Import opportunities (managers / market managers)

[[File:OpportunitiesFunnel.png|300px|thumb|Opportunities]]
<div style="clear:both;"></div>

== How to open Opportunities ==

=== Option A — From the main menu ===

# Sign in to CallProof.
# In the left sidebar menu, open '''Opportunities''' / '''Sales Funnel''' (label may vary by company setup).
# The Opportunities board opens.

=== Option B — Open Opportunities directly ===

# Open your web browser.
# Go to your CallProof website and add <code>/funnel/new/</code> at the end of the address (for example: <code>https://appv2.callproof.com/funnel/new/</code>).
# Press '''Enter'''.
# The Opportunities board appears.

=== Option C — From related Funnel pages ===

# Open another Funnel page such as Opportunities Report, Opportunity Stages, or Opportunity Types.
# Use menu or links that return you to the Opportunities board when available.
# Or go directly to <code>/funnel/new/</code>.

== Permissions ==

* You must be '''signed in'''.
* All signed-in users with access can view the board for opportunities they are allowed to see.
* '''Managers''' can click an opportunity name to open the edit screen.
* Non-managers see the opportunity name as text (not an edit link), but can still open the account links and drag stages (based on access).
* '''Managers''' and '''market managers''' see '''Import Opportunities'''.
* Manager / market manager filters also include '''User''' and '''Markets'''.
* Company menu permissions control whether this screen appears in your sidebar.

== What you see on the screen ==

=== Header ===

* Title: '''Opportunities'''
* '''Import Opportunities''' link (managers / market managers)
* '''Filter''' button

=== Totals bar ===

* '''Total Values''' — sum of opportunity values in the current filtered board (with your company currency/sign)
* '''Total Derived''' — weighted value based on probability (value × probability %)

=== Stage board ===

For each opportunity stage column:

* Stage '''name'''
* Opportunity '''count''' in that stage
* Stage '''value''' total
* Colored stage bar
* Opportunity '''cards''' stacked under the stage

=== Opportunity card ===

Each card can show:

* '''Opportunity name''' (managers: click to edit)
* '''Company / account''' name (click to open the account)
* '''Search''' icon (opens the account)
* '''Opportunity type''' (if set)
* '''Created''' date
* '''Value''' with company currency/sign

=== Messages you may see ===

* Success message after applying filters
* Empty stages when no opportunities match the filter
* Errors if a stage move fails

== Field guide (Filter panel) ==

Click the '''Filter''' button to open '''Opportunities Filter'''.

=== Start Date ===

* Start of the date range.
* Required when applying filters that use dates.

=== End Date ===

* End of the date range.

=== Pull By ===

* '''Close Date''' — filter by opportunity close date
* '''Created Date''' — filter by opportunity created date

=== Sort ===

* '''Created By'''
* '''Rev Created By''' (reverse created order)

=== Probability ===

* Enter a low and high percentage (for example 0% to 100%).
* Only opportunities in that probability range are shown.

=== Contact Company ===

* Filter by one or more companies linked to opportunities.

=== User (managers / market managers) ===

* Filter by sales reps.
* Optional: '''Show Inactive Users'''
* '''Select All''' / '''Clear''' helpers

=== Markets (managers / market managers) ===

* Filter by one or more markets.
* '''Select All''' / '''Clear''' helpers

== View the Sales Funnel board ==
[[File:FunnelBoard.png|250px|thumb|right|Funnel board]]

# Open '''Opportunities''' (<code>/funnel/new/</code>).
# Review '''Total Values''' and '''Total Derived''' at the top.
# Scan each stage column for name, count, and value.
# Scroll within a column to see more cards.
# Click a company name or the search icon to open the account.
# If you are a manager, click the opportunity name to edit it.
<div style="clear:both;"></div>

== Move an opportunity to another stage ==
[[File:DragOpportunityStage.png|250px|thumb|right|Drag opportunity]]

# Find the opportunity card.
# Drag the card to a different stage column.
# Drop it in the new stage.
# CallProof updates the stage, probability (from the stage), and history.
# Stage counts and values update on the board.
# Totals refresh as needed when you reload or recalculate.

'''Tip:''' Dropping a card in the same stage does nothing.
<div style="clear:both;"></div>

== Filter opportunities ==
[[File:OpportunitiesFilter.png|250px|thumb|right|Opportunities Filter]]

# Click the '''Filter''' button.
# Set '''Start Date''' and '''End Date''' as needed.
# Choose '''Pull By''' (Close Date or Created Date).
# Choose '''Sort'''.
# (Optional) Set '''Probability''' range.
# (Optional) Select '''Contact Company'''.
# (Managers / market managers) Select '''User''' and/or '''Markets'''.
# Click the filter apply / search action.
# The board reloads with matching opportunities.
# To reset, use '''Clear''', then apply again.
<div style="clear:both;"></div>

== Import Opportunities ==

# Confirm you are a '''manager''' or '''market manager'''.
# On the Opportunities board, click '''Import Opportunities'''.
# Follow the import steps (file upload / mapping as shown).
# When finished, return to the board to review imported opportunities.

== Add a new opportunity (related workflow) ==

New opportunities are usually created from an account, not from an empty board slot.

# Open '''Accounts''' / '''Contacts'''.
# Open the account.
# Choose '''Add Opportunity''' (or the opportunity action for that account).
# Fill opportunity name, stage, type, value, dates, and other fields.
# Save.
# Return to '''Opportunities''' (<code>/funnel/new/</code>) to see it in the matching stage column.

== Related Funnel setup screens ==

Managers often configure the funnel elsewhere, then use this board daily:

* '''Opportunities Report''' — <code>/funnel/opps/</code>
* '''Opportunity Stages''' — <code>/funnel/oppstages/</code>
* '''Opportunity Types''' — <code>/funnel/opptypes/</code>
* '''Opportunity Fields''' — <code>/funnel/opps/fields/list/</code>

== After you use this screen ==

* Stage moves update opportunity stage and probability.
* A history record is kept when a stage changes.
* Filters stay in your session until you change or clear them.
* Date filters may also restore from saved browser cookies for your email when you reopen the page.

== Tips and important notes ==

* '''Total Derived''' is value weighted by probability (roughly value × probability %).
* Stage colors come from your company’s Opportunity Stages setup.
* If a stage column is empty, no matching opportunities are in that stage for the current filter.
* Managers edit opportunities from the card name; reps typically edit from the account or other allowed screens.
* Drag-and-drop requires a mouse/trackpad (or equivalent); drop into the destination stage column.
* Import is limited to managers and market managers.
* User and Markets filters appear only for managers / market managers.
* Keep stages and types set up before relying on the board for daily pipeline work.

== Need help? ==

* Board empty: widen or clear filters; confirm opportunities exist for your company
* Cannot edit opportunity name: you may not be a manager—open the account or ask a manager
* Cannot import: confirm you are a manager or market manager
* Stage move failed: refresh and try again, or ask support
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 07:18, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[~~New Website~~]] - [[Opportunities (New Web)]]	+	Path: [[Callproof Support]] - [[Sales_Menu]] - [[Opportunities (New Web)]]

	= Opportunities (Sales Funnel) =		= Opportunities (Sales Funnel) =

@@ Line 10: / Line 10: @@
 Each column is an opportunity stage. Cards are opportunities. You can drag cards between stages, review totals, and filter what you see.
-'''Navigation:''' '''Sales Icon Hover''' &rarr; '''Sales''' &rarr; '''Opportunities'''
+'''Navigation:''' '''Sales Icon Hover''' &rarr;'''Opportunities'''
 [[File:OpportunitiesFunnel.png|350px|thumb|Opportunities]]

← Older revision		Revision as of 05:28, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[Opportunities]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Opportunities (New Web)]]

	= Opportunities (Sales Funnel) =		= Opportunities (Sales Funnel) =

@@ Line 10: / Line 10: @@
 Each column is an opportunity stage. Cards are opportunities. You can drag cards between stages, review totals, and filter what you see.
-'''Navigation:''' '''Sales Icon Hover''' Sales''' &rarr; '''Opportunities'''
+'''Navigation:''' '''Sales Icon Hover''' &rarr; '''Sales''' &rarr; '''Opportunities'''
 [[File:OpportunitiesFunnel.png|300px|thumb|Opportunities]]

@@ Line 11: / Line 11: @@
 '''Navigation:''' '''Sales Icon Hover''' &rarr; '''Sales''' &rarr; '''Opportunities'''
-[[File:OpportunitiesFunnel.png|300px|thumb|Opportunities]]
+[[File:OpportunitiesFunnel.png|350px|thumb|Opportunities]]
 From this screen you can also:
@@ Line 138: / Line 138: @@
 == View the Sales Funnel board ==
-[[File:OpportunitiesFunnel.png|300px|thumb|Funnel board]]
+[[File:OpportunitiesFunnel.png|350px|thumb|Funnel board]]
 # Open '''Opportunities''' (<code>/funnel/new/</code>).
@@ Line 149: / Line 149: @@
 == Move an opportunity to another stage ==
-[[File:DragOpportunityStage.png|250px|thumb|right|Drag opportunity]]
+[[File:DragOpportunityStage.png|350px|thumb|right|Drag opportunity]]
 # Find the opportunity card.
@@ Line 162: / Line 162: @@
 == Filter opportunities ==
-[[File:OpportunitiesFilter.png|250px|thumb|right|Opportunities Filter]]
+[[File:OpportunitiesFilter.png|350px|thumb|right|Opportunities Filter]]
 # Click the '''Filter''' button.

@@ Line 9: / Line 9: @@
 Use this screen to view your sales pipeline as a stage board.
 Each column is an opportunity stage. Cards are opportunities. You can drag cards between stages, review totals, and filter what you see.
 From this screen you can also:
@@ Line 18: / Line 21: @@
 * Import opportunities (managers / market managers)
 <div style="clear:both;"></div>