The Opportunities Board

Estimated Time to Complete: 3 minutes

The Opportunities Board lets you visually track how many Open Opportunities are in your Sales Pipeline, see where each of your Opportunities are in the process, and helps you easily prioritize your most urgent or valuable Opportunities first.

You’ll love how the Opportunities Board simplifies lead oversight and ensures everyone is on the same page, so nothing falls through the cracks!

NOTE: An Opportunity must have a Pipeline assigned to it to be included in the Opportunities Board view.

The Opportunities Board is located in the Sidebar under Objectives.

It is comprised of:

1. The Pipeline Filter.

2. The Opportunities and Total Value Count.

3. Filters.

4. Sort and View Options.

5. Stages.

6. Opportunities.

1. Select which Opportunity Pipeline you want to view in the Opportunities Board to see an overview of the stages and progress.

2. The Opportunities Board shows a column called Not Started for any of your new Opportunities. Opportunities stay here until you move them to an actual Stage in the Pipeline.

3. Move your Opportunities to the next Stage in your Pipeline by dragging them from one Stage to the next.

Pro Tip: As you move a project through the Pipeline, four different Statuses appear at the bottom of the Projects Board. At any time, you can choose to change the Project's status by dragging and dropping it onto one of the following options:

• Cancelled

• Deferred

• Abandoned

• Done

Summary

Congratulations! You are now flying high with a bird's eye view of all your projects - ensuring you get everything done quickly and precisely - impressing your customers!

To review, you have learned how to:

• View Your Opportunities Board

• Move your Opportunities through the Stages

Want More?

Setting Up Pipelines In Daylite Preferences Starting A New Opportunity Filtering Opportunities Board