The opportunities grid provides an organized view of all current opportunities with options to filter by status and campaign. Cumulative totals of forecast and closed values are provided at the bottom along with a visual indicator of probability of closure.
Controls
The controls provide the following functions, start from the top down.
Add
Adds a new opportunity
Edit
Allows the currently selected opportunity to be edited
Delete
Allows the currently selected opportunity to be deleted
Toggle Status Filter
This allows the view to be switched to display all opportunities and only closed opportunities.
Refresh
Refreshes the grid
Exit
Closes the opportunities grid
Right Click Options
Right clicking on a selected row in the grid provides some additional options.
Add
Adds a new opportunity
Edit Details
Allows the currently selected opportunity to be edited
Add Communication
Opens the add communication form the selected Client. See Comms Log
View Campaign Details
If the opportunity is associated with a campaign then the details of the campaign can be viewed from here
Delete
Allows the currently selected opportunity to be deleted
Details Panel
The details panel displays more in depth information on the currently selected opportunity. The details panel can be operated in the usual way. See user interface for more information.
At the bottom of the details panel a sub-grid allowing management of communications related to the currently selected opportunity is accessible.
Right clicking on this grid provides options allowing the user to manage logged communications directly from the opportunity grid that are related to the prospect/opportunity.
View Tabs
At the top of the data grid are tabs enabled the view to be quickly switched between all opportunities and those associated with a specific campaign.
Standard View
This provides a list of all of the opportunities available dependant on the toggle filter setting.
Campaign View
This provides a view of all the opportunities associated with the campaign selected in the drop down list now visible at the top of the grid.
