overviewopp.html

Module:  Marketing

Opportunities are a specific type of project. Opportunities are typically a marketing effort. Time and expense can be charged to opportunities. Opportunities are treated as indirect projects.

The opportunity applet is a streamlined view of opportunity projects. Opportunities can also be access from the main Project Setup applet.

The opportunity applet exposes certain columns of a project that are relevant to opportunity projects. For instance, there is not billing/invoice information since it is not applicable.

The navigation for the opportunity applet is a grid. You can click on any column header to  either sort by that column or to filter by that column.

Clicking on a row in the grid will bring up the Opportunity Detail screen for that opportunity.

There is also an export button to export the contents of the grid.