Access Your Opportunities (Deals)
- In the left-hand navigation menu, click CRM.
- Select Opportunities (Deals)
This will open the Opportunities (Deals) page where all records are stored.
💡 Tip
Save this page as a bookmark in your browser so you can quickly access it.
Save this page as a bookmark in your browser so you can quickly access it.
View Your Assigned Opportunities (Deals)
To view only the Opportunities (Deals) assigned to you:
- At the top of the page, locate the view tabs.
- Click the My Sales Opportunities tab.
This will display Opportunities (Deals) where you are assigned as the Sales Manager (Deal Owner) or Sales Counselor.
View Opportunities (Deals) by Stage
The default view is typically Board View, which organizes Opportunities (Deals) by Deal Stage.
In this view, you can:
- See where each Opportunity (Deal) is in the sales process
- Drag and drop Opportunities (Deals) between stages
- Quickly identify stalled or inactive Opportunities (Deals)
Switch to Table View
To view Opportunities (Deals) in a list format:
- Click the table/list view icon near the top right of the page.
Table View allows you to:
- Sort and filter Opportunities (Deals)
- View additional fields
- Review multiple Opportunities (Deals) at once
Viewing an Opportunity (Deal)
To view details for a specific Opportunity (Deal):
- Click the Deal Name.
This will open the record, where you can view:
- Associated contact
- Deal Stage
- Notes and activities
- Assigned Community Manager
Best Practices
- Review your Opportunities (Deals) regularly
- Keep Deal Stages updated to reflect the current status
- Use Board View to track movement through the pipeline
- Follow up on Opportunities (Deals) that remain in the same stage for too long