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Opportunities changes

The Opportunity Management module has many exciting changes incorporated into this release.

In This Section

Action plan stages are numbered

Mark multiple notes as complete

Leave fields unchanged when changing Opportunity stages

Drop-down lists added to Opportunity creation

Relate Action Plan templates to Opportunity Types

New OpportunityCreator security role

Create a new opportunity from customer portfolio

Copy an Action Plan

Manager automatically assigned to opportunity

Attach document templates to opportunity types

Attach documents to opportunity emails

Delete multiple Opportunities from Opportunity List

Differentiate imported opportunity descriptions

Company Name displayed as Opportunity Contact

Task dates now checked for discrepancies

Task window displays opportunity name

Rename the Prospect field

Email notification must have assignee

See Also

10.6 New Features

10.6 at a glance

Fund Raising changes

Visual interface changes

IQA changes

Address verification changes

Payment processing changes

Internationalization changes

NiUG-requested changes

Exposition changes

AR/Cash changes

Customer changes

e-Series

Events changes

iBO changes

Reporting changes

Documentation changes


ASI logo 10.6 Production Release. Updated 1/30/2006 1:29:33 PM
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