Opportunities
Manage sales opportunities, from deals to active projects.
10 articles
- What is an opportunity?An overview of opportunities in Vantage and where they fit in your sales-to-execution workflow.
- Creating an opportunityHow to add a new opportunity to your sales pipeline in Vantage.
- Moving opportunities through your pipelineHow to update an opportunity's status as a deal moves forward.
- Building a cost estimate on an opportunityHow to fill in the cost breakdown on an opportunity to estimate the value of a deal.
- Assigning ownership on an opportunityHow to set the opportunity owner and add a client contact to an opportunity.
- Keeping track of tasks during the sales processHow to add and manage tasks on an opportunity to track sales actions.
- Pre-planning a project on an opportunityHow to use the Config tab on an opportunity to plan the project structure before converting.
- Converting a won opportunity into a projectWhat to do in Vantage when a deal is won and you are ready to start the project.
- Using saved views in the opportunitiesHow to create, manage, and set default saved views in the opportunities
- Searching and filtering opportunitiesHow to search and filter your opportunities and switch between views.