Opportunity Management

opportunity Accessing Opportunity Management

Learn how to access Opportunity Management features.

 

info 16If you don't have access to Opportunity Management, check your navigation settings or contact your ClearView administrator to discuss your permissions settings.

 

 

Accessing Opportunity Management                                        steps 60
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opportunity create icon Creating Opportunities

Understand the different options for creating opportunity records.  Create an opportunity record associated with an existing prospect record, or create a new opportunity in tandem with a new prospect.  You can also create a new opportunity by copying an existing opportunity record.  When creating new records, choose an opportunity type.

Creating an Opportunity   camera 60   steps 60
Choosing an Opportunity Type   camera 60   steps 60
Retrieve a Prospect to Create an Opportunity           steps 60
Retrieve a Prospect to Copy an Opportunity           steps 60
Create a New Prospect Record to Create an Opportunity           steps 60
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oppRetrieve 70 Finding Opportunities

Search for existing opportunity records using a variety of methods based on if the prospect associated with the opportunity is known or unknown.

Finding an Opportunity   camera 60   steps 60
Find an Opportunity When the Prospect is Known           steps 60
Find an Opportunity When the Prospect is Unknown                steps 60
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oppManage 70 Working with Opportunities
Once you have created or found the opportunity records you need, start working with them.  Review the different components of an opportunity record, edit the record's content, or change its type.  Copy opportunity records for reuse purposes, or delete opportunities that are no longer needed.
Opportunity Records                                                         camera 60   steps 60
Edit an Opportunity           steps 60
Copy an Opportunity           steps 60
Change the Opportunity Type           steps 60
Delete an Opportunity           steps 60
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glossary Icon Glossary terms:
opportunity, prospect, tracks, Go to glossary ...
relatedArticle 60 Related articles:

About Reports

Opportunity Dashboard Panels

Opportunity Reports

Track Settings

Review other Learn topics

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