Difference between revisions of "Sales Menu"
Ashley DeBon (talk | contribs) (→Opportunities Report) |
Ashley DeBon (talk | contribs) (→Opportunities Report) |
||
| Line 16: | Line 16: | ||
Opportunities Report. Tabular list of opportunities with filters and export. Columns include rep, account, stage, type, value, probability, derived value, and dates. Supports scheduled exports and PDF/stats where available. Bulk import is manager-only. Example: Manager exports last 90 days of opportunities for Market West as a weekly CSV. Key filters: date range by close or created date, probability range, opportunity type, account type, active/inactive reps, markets (managers), sort options. Related: same opportunity data as the board; Quick Links often go to Stages, Types, Fields, and Import. | Opportunities Report. Tabular list of opportunities with filters and export. Columns include rep, account, stage, type, value, probability, derived value, and dates. Supports scheduled exports and PDF/stats where available. Bulk import is manager-only. Example: Manager exports last 90 days of opportunities for Market West as a weekly CSV. Key filters: date range by close or created date, probability range, opportunity type, account type, active/inactive reps, markets (managers), sort options. Related: same opportunity data as the board; Quick Links often go to Stages, Types, Fields, and Import. | ||
| + | |||
More Info: [[Opportunities Report]] | More Info: [[Opportunities Report]] | ||
Revision as of 05:57, 23 July 2026
Path: Callproof Support - Website - Sales Menu
The Sales Tab is used to add Opportunities and view the company funnel. This can be customized to meet company needs.
Contents
Opportunities (New Web)
Kanban-style sales pipeline. Each card is an opportunity linked to a contact/account, with stage, type, value, probability, close date, name, and notes. Drag a card to change stage. Derived value is value times probability divided by 100. Company currency symbol comes from company opportunity sign setting. Managers and reps can use the board. Import is limited to managers or market managers. Reps may be limited to their own opportunities unless they can view others’ opportunities. Example: Move Acme – $50k from Proposal to Negotiation on the board. Key settings and filters: date range, rep, market, sort order, stage visibility for users who can view all opportunities. Related: uses Stages, Types, and Opportunity Fields; feeds Opportunity Reports and dollar Goals.
More Info: Opportunities (New Web)
Opportunities Report
Opportunities Report. Tabular list of opportunities with filters and export. Columns include rep, account, stage, type, value, probability, derived value, and dates. Supports scheduled exports and PDF/stats where available. Bulk import is manager-only. Example: Manager exports last 90 days of opportunities for Market West as a weekly CSV. Key filters: date range by close or created date, probability range, opportunity type, account type, active/inactive reps, markets (managers), sort options. Related: same opportunity data as the board; Quick Links often go to Stages, Types, Fields, and Import.
More Info: Opportunities Report
Opportunity Types
Opportunity Types define the different levels of the funnel. These can be customized from here.
More Info: Opportunity Types
Opportunity Fields
Create and manage custom opportunity fields to capture additional deal details when users add or edit opportunities.
More Info: Opportunity Fields
Opportunity Stages
Define the steps in your sales pipeline (for example, Prospect, Proposal, Closed Won). Stages control how opportunities appear in the funnel, their default probability, colors, and optional email notifications.
Note: Managing Opportunity Stages requires a manager account.
More Info: Opportunity Stages
Goals
Shows assigned user or market goals with target, end date, status, and progress so performance can be reviewed at a glance.
More Info: Goals
