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Opportunities settings

12 articles
First opportunity numberSetting the starting opportunity number.
Opportunity pipelinesAdd the stages an opportunity will go through in its sales journey.
Opportunity reject reasonsA list of reason the customer rejected the Opportunity
Opportunity cancel reasonsA list of reason the customer cancelled the Opportunity
Survey templatesPre-designed templates for updating the job report workflow
Reporting categories
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.