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Using opportunities

An opportunity is any circumstance that could result in a positive action for your organization, such as a purchase, donation, or registration. Opportunity Users can perform the following actions:

Opportunity User tasks

To view an opportunity

There are two ways to view an opportunity:

  1. From the Opportunity Management menu
    From Opportunity, select Opportunity Management. You will see all opportunities for which you have security access privileges. Select the opportunity you want to view.
  2. From the Customer Portfolio
    If you are the owner of an opportunity, you can see the details of the opportunity when you have a contact record open in the Customer Portfolio. (Make sure your tab preferences are set to make the Opportunity tab visible.) The Opportunity tab displays description, status, and expiration date.

To navigate an opportunity

The tabs along the top of the Opportunity Portfolio display general information about the opportunity:

The tabs along the side of the opportunity display detailed information about the opportunity:

To attach a document to an opportunity

You can attach documents that are related to the opportunity, such as proposals and letters sent to the prospect.

  1. From Opportunity, select Opportunity Management.
  2. Open the opportunity.
  3. Select Documents.
  4. From the drop-down list, select File.
  5. Click New.

    The Document Loader window appears.

  6. From the Type drop-down list, select the document type.
  7. Browse to the file. Select the file and click Open.
  8. Enter a description for the file.
  9. Click Upload.

To close an opportunity

When you close an opportunity, the opportunity status changes to Complete and the opportunity remains in the system for historical reporting purposes. The task history is saved with the opportunity.

  1. From Opportunity, select Opportunity Management.
  2. Select the opportunity.
  3. Click the Definition tab.
  4. From the Status drop-down list, select Closed.
  5. Click Save.

See Also

Using Opportunity Management

Using tasks

Using task communications

Managing Opportunities

Managing opportunity communications


ASI logo 10.6 Production Release. Updated 1/17/2006 4:13:43 PM
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