Opportunities settings

13 articles

First opportunity numberSetting the starting opportunity number.

How to book a survey for an opportunityBook a survey visit in the diary for an existing opportunity, or create a new opportunity with a survey from the diary.

Opportunity pipelinesAdd the stages an opportunity will go through in its sales journey.

Opportunity rejection reasonsAdd, edit, reorder and delete the reasons you record when a customer rejects an opportunity.

Opportunity cancellation reasonsAdd, edit, reorder and delete the reasons you record when an opportunity is cancelled.

Survey templatesPre-designed templates for updating the job report workflow

Reporting categoriesAdd, edit, reorder, delete or archive the reporting categories you apply to opportunities.

Arrive workflow templatesArrive Workflow, Opportunity Appointment, data capture, engineer arrival, customizable templates.

Opportunity viewsUnified list of opportunities in one view

Opportunities DashboardThe opportunities hub - All created opportunities at a glance

Grant invoicingInvoicing for grants, Funding invoice, Custom grant invoices, Grant invoice tracking.

Opportunity Record

Call Custom FieldsCustomise the call fields, Call notes, Opportunity's call notes, call field options.