Opportunity 


An opportunity  details view page is a crucial part of managing and tracking sales opportunities, allowing sales teams to keep all relevant information in one place. Let's break down each element of this page to understand its functionalities.




1. Tabs

  • All, Notes, Tasks, Meetings, Calls, Emails, History: These tabs categorize different types of activities and information related to the opportunity.
    • All: Displays all activities regardless of type.
    • Notes: Contains any notes added by the customers.
    • Tasks: Lists tasks assigned to team members. 
    • Meetings: Shows scheduled and past meetings.
    • Calls: Logs call activities related to the opportunity.
    • Emails: Tracks email communications with respect to the Opportunity.
    • History: Provides a chronological log of all actions and changes made to the opportunity.



Tasks : 


i. You can add a task by clicking on the "Add Task" option located at the top.

ii. Once a task is added, you will see it in the upcoming tasks. If it's completed, it will show up in the completed section. If it's overdue, it will show up in the overdue section.




Meetings :


You can schedule a meeting by selecting the "Schedule Meeting" option at the top.



We also have an option to "Send Email Reminder to attendees before" the meeting




Emails :


You can send email directly from the "Email" option in the Opportunity details view page.




Opportunity Details

  • Stage: Indicates the current stage of the opportunity in the sales process. In the screenshot attached below, it is in the "Negotiation" stage.
  • Type: Shows the type of opportunity.
  • Owner: Displays the name of the User or team member who owns the opportunity. 
  • Expected Close Date: The anticipated date by which the deal is expected to close. 
  • Estimated Value: This represents the potential revenue from the opportunity.
  • Margin: This shows the expected profit margin.

Client Details

  • Client Name: The name of the client associated with the opportunity, here it is "Demo Client".
  • Client Contact: Contact details of the client. 

Documents

  • New Document Button: Allows users to link or upload new documents related to the opportunity.



The "More" option for the documents allows users to send the document, share via link, edit document details, preview, save as new template, clone, download, update status, and delete the document. 


Users can perform these actions directly on the documents from the opportunity details page without explicitly navigating to the document module.