Managing Opportunities

Once you have created an opportunity, you can perform various actions on it.

Filtering Opportunities

1. From the Ubersmith Dashboard, click Sales.
   
   The Sales Manager Dashboard appears.
2. In the Open Opportunities section, click See Full List to display your entire list of opportunities.

3. In the Filter field, select one of the following: 

   Click here to expand...

   • Assigned to and a specific user’s name to find that persons opportunities
   • Sales Stage and the specific stage to find opportunities in that stage.
   • Value and the price range to find opportunities within the value.
   • Updated and the since date to find opportunities that have been updated on or after that date
4. Click Filter.
   

Accessing the View Opportunity Page 

From the View Opportunity page, you can see your opportunity, along with the ability to update opportunity information and the opportunity description, as well as adding tickets, comments, and quotes.

1. From the Ubersmith Dashboard, click Sales.
   
   The Sales Manager Dashboard appears.
2. In the opportunities’ row you want to view, click details.
   
   The View Opportunity page appears.

Editing Opportunity Information

1. From the Ubersmith Dashboard, click Sales. The Sales Manager Dashboard appears.
2. In the opportunities’ row you want to edit, click edit.
   

OR

1. Access the View Opportunity page.
2. In the Opportunity Information section, click edit.
   
   The Edit Opportunity page appears with the Details tab active.
3. Make any necessary changes.
4. Click Update.
   

Editing Opportunity Description

1. Access the View Opportunity page.
2. In the Description section, click edit.
   
   The Edit Opportunity page appears with the Description tab active.
3. Make any necessary changes.
4. Click Update.
   

Adding Tickets

1. Access the View Opportunity page.
2. Click Add Ticket.
   
   The Email Client page appears.
3. See Submitting Tickets for more information.
4. Click Send or Send & New. 

Adding Opportunity Comments

1. Access the View Opportunity page.
2. Click Add Comment.
   
   The Add Opportunity Comment page appears.
3. In the Comment field, enter your comment related to the opportunity and attach any files, as needed.
4. Click Save or Save & New.
   

Adding Quotes

1. Access the View Opportunity page.
2. Click Add Quote.
   
   The Add Quote page appears. See Adding Quotes for more information.