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Dashboard: Today's Overview - Upcoming Opportunities

When logging into your database, the default login page is your Today's Overview page (which is otherwise accessible under Dashboard --> Today's Overview):

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There are several components to this page.  Here we'll take a look at the Upcoming Opportunities component:

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Your Upcoming Opportunities are divided into several columns by default (other columns are accessible as well by clicking the down arrow in a column and selecting them - instructions for doing so are later in this document).  We'll cover each of these column options below:

Linked indicator

If the opportunity has been linked to a client record, you'll see the above icon in the first column.  Otherwise, no icon will appear.

Name

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This column displays the name the Opportunity was given when created.

Description

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This column displays the description the Opportunity was given when created.

Next Step

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This column displays whatever information you've entered in the Next Step box for the Opportunity.

Stage

This column displays the Opportunity's Stage, which can be selected during creation or editing of an Opportunity.

Source

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This column displays the Opportunity's Source, which can be selected during creation or editing of an Opportunity.

Amount

This column displays the dollar amount entered for the Opportunity.

Probability

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This column displays the Opportunity's Probability, which can be selected during creation or editing of an Opportunity.

Close Date

This column displays the Close Date indicated when establishing the Opportunity.

Type

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This column displays the Opportunity's Type, which can be selected during creation or editing of an Opportunity.

Assigned To

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This column displays the database user to whom the Opportunity is assigned.

 

You can select some additional columns for display by clicking on the down arrow that displays in any of the column headers when you hover over them and then hovering over Columns:

Note as well that this will allow you to sort a given column in ascending or descending order.

Double-clicking anywhere in an Opportunity's row will open up the Opportunity for editing.

Right-clicking anywhere in an Opportunity's row will present you with several more options (clicking an opportunity's name is the same as right-clicking a row and selecting Edit Opportunity):

Edit Opportunity and Delete Opportunity are self-explanatory.  View Related Contacts will allow you to see the contact(s) to whom you have the Opportunity linked (or to link additional contacts).  View Related Notes will allow you to see Notes you've entered on the Opportunity or to add new ones.

Note as well the grey bar running along the top of your Upcoming Opportunities here:

You can use the arrow at the very left end of this bar to expand or contract your Upcoming Opportunities section on your Overview page.  You also have two options at the right end of this bar:

Add - clicking this will open up an Add Opportunity dialog.

Within 30 Days - clicking this will open up a dialog that will allow you to choose between several different timeframes for your current Upcoming Opportunities View.

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