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Opportunities Table

Welcome to the guide to the Opportunities table in Dsposal's Paperwork. In this article we'll walk you through the functionality of the Opportunities table, detailing the information it contains and providing insights into filtering and searching effectively.

Before you start

Before diving into the details below, there are a couple of points to keep in mind:

  • Similar to other sections within the Work module, the initial page you'll encounter is the Opportunities table
  • The Opportunities table serves as a central hub for browsing, searching, locating, and creating opportunities

In the top left of the opportunities table page there is a breadcrumb(1). The breadcrumb here is Dashboard >> Opportunities. By clicking on Dashboard you will be taken to the dashboard. You are currently at Opportunities.

  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.

Highlight cards

At the top of the Opportunities page, you'll find three highlight cards, serving as visual aids to swiftly convey crucial information about the opportunities. These cards are directly linked to the status of each opportunity, offering a concise count of opportunities in each of the following categories:

  1. Active: The number of opportunities currently in an active state
  2. Dormant: The number of opportunities that are currently dormant
  3. Converted: The number of opportunities that have successfully transitioned into the converted status

These highlight cards provide an at-a-glance overview, empowering users to quickly assess the distribution and status of opportunities within the system.

Create Opportunity and Generate Report Buttons

Above the Opportunities table are two orange buttons:

  • Create Opportunity
  • Generate Report

Create Opportunity

Clicking the Create Opportunity button will open up the New Opportunity page in Create mode. To learn more about creating an opportunity, click here.

Generate Report

Clicking the Generate Report button takes the user to the Reports area of Paperwork, where they can download the information about the opportunties.

Opportunities table

The Opportunities table in Paperwork contains information about an organisation's opportunities, with each row in the table representing a different opportunity. The columns included in the table and further information about each column can be found below:

Name
 Description Searchable Sortable
ID The unique identifier for this opportunity. It serves as a distinctive reference point for each opportunity, aiding in tracking and management.
DATE The date on which this opportunity was created. It provides a chronological record of when the opportunity was initiated.
CUSTOMER The customer to whom this opportunity has been assigned. This field designates the specific client associated with the opportunity. The top line indicates the customer name, the second line is the site address.
NAME The name assigned to this opportunity. It provides a descriptive label for the opportunity, aiding in easy recognition.
CONTACT NAME The name of the person connected to this opportunity. It identifies the individual associated with the opportunity, facilitating personalised communication.
PHONE The telephone number to contact the person associated with this opportunity. This information is provided for communication purposes, enabling direct contact.
STATUS The current status of this opportunity. It indicates the stage or progress of the opportunity within the workflow.
ACTION A button with a selector for actions related to this opportunity. It provides a user interface element for initiating specific actions related to the opportunity.

Filters

The opportunties within the table can be filtered by:

Name
 Description Multi-select
STATUS Filter by the current status(es) of the opportunities. This filter allows users to narrow down the displayed opportunities based on their current status(es).
DEPARTMENT Filter by the department(s) associated with the opportunities. This filter enables users to refine the opportunities displayed based on their assigned department(s).

Actions

Each opporuntity has a number of actions that can be done to it. Not all are available all the time, the actions are dependent on the status of the opportunity.

Action
 Description
VIEW Clicking on 'View' will open up the opportunity in view mode. This action is available for opportunities at various statuses, allowing users to review the details without making changes.
EDIT Clicking on 'Edit' will open up the opportunity in edit mode. This action is available when the opportunity is in a state that permits modifications, enabling users to update information as needed.
NO ACTION AVAILABLE This label is shown when the opportunity can no longer be edited. In such cases, 'View' becomes the only available option. This message indicates that the opportunity has reached a status where editing is no longer possible, and users can only view its details.