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. Opportunities . Help
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back.Search
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About the Opportunities module
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Using on-line help
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Dashboard tab Overview | Wizards
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Account tab
Overview | Clients* | Prospects | Contacts
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Users* | Projects | Approval processes
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Services | Expense Items
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Territories | Business Types
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Client Sources | Client Sizes | Templates
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Deal Stages| Other modules' Account tab entities
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* Entry has an FAQ section.
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Prospects tab
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Prospects > modify/delete
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Create a client from a prospect
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Clients > modify/delete
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Contacts > modify/delete
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Deals tab
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Deals > modify/delete
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Estimates tab
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Estimates > modify/delete
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Staffing | Expense Items
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Adjustments | Analysis
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Proposals tab
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Proposals | Detail > Proposal Items
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View | Edit | Submit/Approve | Email | Billable
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Setting billing rates > Hourly | Flat | Other
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ToDos tab
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ToDos > Create > modify > delete
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Calendar
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Events tab
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Events > Create > modify > delete
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Calendar
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Reports tab
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Standard reports |Saved Reports
|Opportunities-specific reports
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Options tab
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Proposal layout
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Opportunities FAQs
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Go to Module Help Index
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