This feature allows you to create and manage your opportunities/negotiations.
Here, in addition to the date and the name, in fact we can define whether the negotiation was successful, or failed or is currently underway, and add any attachments or additional notes.
Once this module is accessed, the list of Opportunities created earlier is displayed and you are given the option of creating new ones or edit existing ones.
The opportunities module was mainly created for users who prefer to manage the negotiation aspect in a more simple manner than the actual generation of quote/order documents.
In the top bar on the left is the basic search tool.
On the top right are the list/grid action functions. These functions may be displayed or not, depending on the data displayed in the module or on the permissions set by the system administrator.
The main action functions are:
Allows you to enter a new element in the list.
Allows you to export all the displayed data.
This allows you to filter the list or grid by displaying only the elements already entered in favourites.
This allows you to switch between list view and grid view or vice versa.
This allows you to filter the list or grid based on the classification elements.
The New Element function is only displayed if the module allows for data input but above all, based on user privileges.
Clicking on the “New Element” button opens a new window that allows you to complete the fields regarding the new Opportunity.
Once you have completed all the required data you can save them by simply clicking on the green check button at the top right.
Lastly, clicking on an Opportunity will display the list with all the opportunities that you wanted to pin on the left and the tab of the selected opportunity on the right, from which you can set the status by selecting from: "in progress", "won", "lost" or edit it as required.
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