Using the Opportunity Dashboard

The Opportunity Dashboard (available in CONSULT and COACH plans) enables you to view a summary of your potential revenue pipeline based on the opportunities that have been created for your contacts. Access by clicking on Dashboards in the main menu and selecting Opportunities.

Filter opportunities by Location, User, Membership Status and Date Range, then click on View All to see a list of Opportunities for each location based on your filter settings.

From the Opportunities list you can view, edit or delete individual opportunities.

You can also add a new opportunity by clicking on the Add Opportunity button, making the appropriate selections then clicking on Submit to save the new opportunity.

 

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