Opportunities
Managing 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.