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Opportunity

Before you start

This article looks into the overall stucture of an opportunity and introduces you to the different tabs and the action bar. Within opportunities there are other tabs not covered in this article:

Follow the links above to go to the relevant tabs.

Modes

Within the opportunity there are three modes:

  1. Create mode allows users to create a new opportunity
  2. View mode allows users to view an existing opportunity
  3. Edit mode allows users to edit an existing opportuity

In the top left of the opportunity page there is a breadcrumb(1). The breadcrumb is

  1. A breadcrumb is a visual navigation tool that shows users the path to the page that they are currently on and how to return to higher pages in the website’s hierarchy.

Dashboard >> Opportunities >> [[mode dependent]]

By clicking on Dashboard you will be taken to the dashboard. By pressing on Opportunities you will be taken to the Opportunities table. Depending on which mode you are in, the breadcrumb will change to the same format of one of the following examples:

  • Dashboard >> Opportunities >> New Opportunity --- You are in Create mode creating a new opportunity.
  • Dashboard >> Opportunities >> OPP0001 --- You are in View mode viewing opportunity number OPP0001.
  • Dashboard >> Opportunities >> OPP0001 >> Update Opportunity --- You are in Edit mode updating opportunity number OPP0001.

Information Bar

Under the breadcrumb is the information bar. The information bar includes four components related to the opportunity:

  1. The customer name
  2. The status of the opportunity
  3. The opportunity number
  4. The name of the opportunity

The information bar is only visible if you are in View mode or in Edit mode.

Tabs Menu

Underneath the information bar, on the right-hand side, there is a menu of different tabs related to the opportunity including Details and Attachments.

The tabs bar in only visible if you are in View mode.

Actions Bar

Below the tabs menu there is the actions bar, which is equipped with functional buttons and selection lists to execute various actions on the opportunity. The actions available via the actions bar are detailed below:

  • Watch/Unwatch Opportunity Button: The watch/unwatch action allows users to receive in browser and email notications about this oppotunity. This is always visible when the action bar is visible.
  • Status Dropdown: The status dropdown shows you the current status of the opportunity as well allowing changes to the status. This is always visible when the action bar is visible.
  • Convert to Sale Button: The convert action provides the ability to convert this opporunity to a sale. This is only visible when the status is active.

The tabs bar in only visible if you are in View mode.