Opportunity

This tutorial will guide you through the Opportunities sub-module in the CRM module, explaining how to navigate, search, filter, import, export, create, and manage opportunities.

Step 1: Start from the CRM dashboard. To access the Opportunities sub-module, click on the dropdown at the top left corner and select Opportunity.

Step 2: You'll see a list of all open opportunities. To search for a specific opportunity, type your search term in the search bar located under the opportunity title.

Step 3: The list will update based on your search input. Notice the four options at the top right: Filter, Export, Import, and Create.

Step 4: Click on Filter to refine the opportunities displayed. Enter your criteria in the input boxes to filter the list.

Step 5: To export the opportunities, click on Export.

Step 6: To import an opportunity, click on Import. You can download the pre-made template by BLDON or upload a file from your system by using the button at the top right.

Step 7: To upload a file, click on the box in the center.

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Step 8: To create a new opportunity, click on the Create button at the top right.

Step 9: Fill in the required information in the pop-up form.

Step 10: Click on the blue Submit button at the bottom right to create the opportunity. If you want to cancel, click on Cancel to the left of the submit button.

Step 11: To switch between opportunities, click on the name of the opportunity in the leftmost panel.

Step 12: On the side of the page, you'll find five activity tabs: Activity, Engage, Details, News, and Company User.

Step 13: Under the Activity tab, you can create a task related to the opportunity. Fill out the information and click on the Create button at the bottom right.

Step 14: The Upcoming and Overdue section displays all upcoming and overdue tasks.

Step 15: The Log a Call tab allows you to log a call related to the opportunity. Fill in the information and click on the Save button at the bottom right.

Step 16: The Email tab lets you send an email related to the opportunity. Fill out the boxes, add your message, and click on Send at the bottom left.

Step 17: To add a signature to your email, click on Signature to the right of the Send button.

Step 18: The Engage tab allows you to post comments about the opportunity. Type your comment in the text box and click on the Comment button at the bottom right.

Step 19: The Details tab shows all the details of the opportunity and allows you to edit them. Click on the Edit button, make your changes, and click on the Update button to save them. If you want to cancel your changes, click on Cancel.

Step 20: The News tab provides relevant information for small talk or when calling a contact.

Step 21: The Company User tab shows all the company users of the account. To remove a user, click on the trash can icon next to the user's name and confirm by clicking on the OK button. If you change your mind, click on the Cancel button.

Step 22: On the right side of the page, you'll find four tabs: Bidder, Contact, Attachments, and Vendor Sub.

Step 23: The Bidder tab shows all the bidders for the opportunity. You can open the bidder's account by clicking on the name, change the bidder's status using the dropdown, delete the bidder by clicking on the three dots, or add a bidder by clicking on the blue Add button.

Step 24: The Contact tab shows all the contacts associated with the opportunity. You can open a contact by clicking on the name, add a contact by clicking on the Add button, or delete a contact by clicking on the three dots.

Step 25: The Attachments tab allows you to add or view existing attachments. To add an attachment, click on the Add button. To open an attachment, click on its name.

Step 26: The Vendor Sub tab shows the vendors and subcontractors of the opportunity. To open a vendor or a subcontractor list, click on the name. To remove a vendor or a subcontractor from the opportunity, click on the Delete button. To add a vendor or a subcontractor, click on the Add button.