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Overview
Opportunities are a specific type of project. Opportunities are typically a marketing effort.
The Marketing navigation screens are laid out like a Rolodex with alphabetic tabs representing the first letter in the name of the marketing item. An All tab contains all of the marketing items.
Key Concepts
| • | Double-click on a opportunity inside the grid to bring up the "Opportunity Detail" pop-up. Data can be viewed or changed, depending on the user’s permissions. |
| • | Within the "Opportunity Detail" pop-up, there are multiple tabs that show specific data about the opportunity, such as name or main phone. |
| • | Only Opportunities and employees can be added from this form. |
| • | 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 accessed from the main Project Setup Applet. |
| • | The Opportunity applet exposes certain columns of a project that are relevant to Opportunity projects. For instance, billing/invoice information does not appear because it is not applicable. |
Toolbar
The InFocus Toolbar is dynamically built in accordance with the active applet on the screen. More on Toolbar Options
Field Descriptions
Active Status
| • | Active Status - Filters your Opportunities by their status (Active, Inactive or Both). |
Marketing Lists
| • | Marketing Lists - A marketing list is a list of Contacts, Firms, or Opportunities that are created in Marketing>Marketing Lists. A Marketing List is used to filter the grid on the right. When a Marketing list is selected, the grid will display only the Opportunities that were imported into the Marketing list. More on Marketing Lists |
Views
| • | Views - Views allow you to filter your grid even further. Views allow you to save the current Filter settings (Funnel icons at the top of each column) of the marketing screen. What that means is that you can use the different column filters to display your data just right in the grid, and save it as a View. |
Note - Views are available only available in Contacts, Firms, and Opportunities.
Quick Filter
| • | Quick Filter - A real time filter that reduces the list of Opportunities as you type into the cell. |
| • | Clear - Clears out the contents of the Quick Filter |
Buttons (top-right of grid)
| • | Columns (paper icon) - Displays a "Column Selector" pop-up that allows the user to select only those columns they wish to view. In the pop-up, there is a check box labeled "Set As Global Default" (granted by a Permission) that allows that user to set a default view for all users that use this Marketing List. |
| • | Email (envelope icon) - Displays an email pop-up that allow you to create an email to send to everyone within the Marketing List. More on Marketing Emails |
| • | Export (arrow icon) - Allows the user to export the list to a file. |
| • | Refresh - Refreshes the data in the grid. |
Opportunities Grid
| • | The grid displays all of the recorded information for each Opportunity as a single row. |
| • | Double-Click on a row to bring up the Opportunity Detail. |
| • | The Column Selector allows users to select only those columns that they wish to view. |
| • | The header of each column gives the name of the data field. |
| • | A Funnel icon at the top of each column represents a filter. By clicking on the filter, the user is able to filter down the grid to only the information that they would like to view. |
Card View
| • | Double-Click on an Opportunity "Card" to bring up the Opportunity Detail. |
| • | Active Status, Marketing lists and Views filter the Card View. |
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