Opportunity Search

The Opportunity module allows the operator to manage the opportunity related to CRM contacts. Opportunity refer to negotiations that are either ongoing or potential for the contact.

The Opportunity Search procedure is designed to allow the user to easily search for already entered CRM opportunity, with the purpose of viewing, modifying, and possibly deleting them. With the help of filters, one can view: a single opportunity (Number), multiple opportunity of the same type (Opportunity Type), or multiple opportunity with the same probability of success (Probability progress).

Refer to the Common Features for the buttons present in the Ribbon bar.

The filter area is dedicated to hosting the list of possible data types through which a selection can be made. Filters are typically in an 'AND' condition, and it is possible to specify multiple filter criteria simultaneously.

The main filters are Opportunity Type, the Number of the opportunity, and the Contact to which the opportunity is linked.

The result grid represents the list of opportunity that match the above-specified filter data. After specifying the values through which the user wishes to conduct an opportunity search, pressing the button present in the corresponding Ribbon will return the desired list of opportunity in the result grid. Within the grid, the user can view the main characteristics of each Opportunity.