Add a new Opportunity from Opps Viewer
Opps Viewer is a powerful tool designed to help Sales Leaders visualize and organize their sales pipeline with a comprehensive overview of opportunities. Last month we learned how to create new layout cards and move opportunities around.
Now we learn that we have no need to move out of this module to create a new Opportunity.
Add new Opportunities by clicking the + New Opportunity button:
Working on Opportunities
You can work your Opportunities from the Opps Viewer by clicking on the Opportunity Objective. It will open up a new dialog box:
See the number of days that an opportunity is past the close date in the card. A warning sign will display in the bottom right corner of the card and hovering the mouse over the icon will display a message stating the number of days that the opportunity is overdue and the stage age:
If you’d like more information around the Opps Viewer, please connect with us.