Opportunities Report - Revision history

Ashley DeBon at 07:18, 23 July 2026

2026-07-23T07:18:51Z

Ashley DeBon at 05:55, 23 July 2026

2026-07-23T05:55:44Z

Ashley DeBon: /* Opportunities Report */

2026-07-23T05:53:42Z

‎Opportunities Report

Ashley DeBon: /* Rep Update (managers / market managers) */

2026-07-23T05:52:37Z

‎Rep Update (managers / market managers)

Ashley DeBon: /* Export Opportunity Report */

2026-07-23T05:51:05Z

‎Export Opportunity Report

Ashley DeBon at 05:50, 23 July 2026

2026-07-23T05:50:53Z

Ashley DeBon: /* Opportunities table */

2026-07-23T05:49:48Z

‎Opportunities table

Ashley DeBon: /* Export Opportunity Report */

2026-07-23T05:47:14Z

‎Export Opportunity Report

Ashley DeBon: /* See All Opportunities */

2026-07-23T05:43:26Z

‎See All Opportunities

Ashley DeBon: /* Edit an opportunity */

2026-07-23T05:43:12Z

‎Edit an opportunity

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

	= Opportunities Report =		= Opportunities Report =

← Older revision		Revision as of 05:55, 23 July 2026
Line 255:		Line 255:
	* Import/export issues: check file format and permissions, or contact support		* Import/export issues: check file format and permissions, or contact support
	* Other issues: email [mailto:support@callproof.com support@callproof.com]		* Other issues: email [mailto:support@callproof.com support@callproof.com]
−
−	~~[[Category:CallProof]]~~
−	~~[[Category:User Guide]]~~
−	~~[[Category:Opportunities]]~~
−	~~[[Category:Reports]]~~

@@ Line 9: / Line 9: @@
 Use this screen to review your opportunities in a table (list) view.
 You can filter, edit, delete, print, import, export, and (for managers) reassign opportunities to another sales rep.
 '''Navigation:''' '''Sales Icon Hover''' &rarr; '''Opportunities Report'''
@@ Line 22: / Line 23: @@
 * Use '''Quick Links''' to Stages, Types, Fields, and related funnel pages
 <div style="clear:both;"></div>

@@ Line 212: / Line 212: @@
 == Rep Update (managers / market managers) ==
-[[File:RepUpdateOpportunities.png|250px|thumb|right|Rep Update]]
+[[File:RepUpdateOpportunities.png|350px|thumb|right|Rep Update]]
 Use this to assign selected opportunities to another sales rep.

@@ Line 203: / Line 203: @@
 # Save / run the export.
 # Download or open the export from your export list when ready.
 == Schedule Opportunity Exports ==

@@ Line 22: / Line 22: @@
 * Use '''Quick Links''' to Stages, Types, Fields, and related funnel pages
-[[File:OpportunitiesReport.png|300px|thumb|Opportunities Report]]
+[[File:OpportunitiesReport.png|350px|thumb|Opportunities Report]]
 <div style="clear:both;"></div>
@@ Line 121: / Line 121: @@
 == View and open opportunities ==
-[[File:OpportunitiesReport.png|300px|thumb|Report Report]]
+[[File:OpportunitiesReport.png|350px|thumb|Report Report]]
 # Open '''Opportunities Report''' (<code>/funnel/opps/</code>).
@@ Line 131: / Line 131: @@
 == Filter the report ==
-[[File:OpportunityReportFilter.png|250px|thumb|right|Opportunity Filter]]
+[[File:OpportunityReportFilter.png|350px|thumb|right|Opportunity Filter]]
 # Click the '''Filter''' button.
@@ Line 155: / Line 155: @@
 {| style="border:0;"
-| [[File:NewOppEdit.png|300px|thumb|Click the (pencil) icon]]
+| [[File:NewOppEdit.png|350px|thumb|Click the (pencil) icon]]
-| [[File:NewOppEditView.png|300px|thumb|right|Edit Opportunity Form]]
+| [[File:NewOppEditView.png|350px|thumb|right|Edit Opportunity Form]]
 |}
@@ Line 167: / Line 167: @@
 == Delete an opportunity ==
-[[File:DeleteOpportunity.png|250px|thumb|right|Delete opportunity]]
+[[File:DeleteOpportunity.png|350px|thumb|right|Delete opportunity]]
 # In the Actions column, click the '''Delete''' (trash) icon.
@@ Line 186: / Line 186: @@
 == Import Opportunities ==
-[[File:ImportOpportunities.png|250px|thumb|right|Import Opportunities]]
+[[File:ImportOpportunities.png|350px|thumb|right|Import Opportunities]]
 # Click '''Import Opportunities''' in the header (or '''Quick Links''' → '''Import Opportunities''').
@@ Line 196: / Line 196: @@
 == Export Opportunity Report ==
-[[File:ExportOpportunities.png|250px|thumb|right|Export Opportunities]]
+[[File:ExportOpportunities.png|350px|thumb|right|Export Opportunities]]
 # Make sure the table has opportunities loaded.

@@ Line 67: / Line 67: @@
 * '''Quick Links'''
 * '''Filter''' button
 === Empty state ===

← Older revision		Revision as of 05:47, 23 July 2026
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	== Export Opportunity Report ==		== Export Opportunity Report ==
		+	[[File:ExportOpportunities.png\|250px\|thumb\|right\|Export Opportunities]]

	# Make sure the table has opportunities loaded.		# Make sure the table has opportunities loaded.

@@ Line 160: / Line 160: @@
 == See All Opportunities ==
-[[File:OpportunityReportSeeAll.png|250px|thumb|right|See all Opportunity]]
+[[File:OpportunityReportSeeAll.png|350px|thumb|right|See all Opportunity]]
 # Click '''Quick Links'''.
 # Choose '''See All Opportunities'''.
 # CallProof resets the date range to the wide “see all” range and refreshes the list.
 == Edit an opportunity ==

@@ Line 167: / Line 167: @@
 == Edit an opportunity ==
 # In the Actions column, click the '''Edit''' icon (or click the opportunity title / linked fields).
 # Update the opportunity form.
 # Save your changes.
 # Return to Opportunities Report to confirm the row updated.
 == Delete an opportunity ==