Opportunities
Opportunities Overview
All potential new business can be captured as an Opportunity in AdvisorEngine CRM. Each Opportunity is associated with a Record. Opportunities can be viewed globally or at the Record level. The Opportunities Workspace is accessed from the Site ...
Adding an Opportunity
To add a new Opportunity you must open a Record that you wish to add the Opportunity to. Each Opportunity must belong to a Record. In the Record Details view of the desired Record, select Tools > Add Opportunity. A new dialog appears with fields to ...
Updating or Deleting an Opportunity
To update or delete an Opportunity, first open the detail view of the Opportunity you wish to modify, then click the Edit button in the upper-right corner. When updating an Opportunity, some new fields are available that are not present when Adding ...
Linking an Opportunity to an Action
AdvisorEngine CRM gives you the ability to link a created Opportunity to one or more Actions. When viewing that Action, the Opportunity will be referenced and may be opened directly from the Action once it is linked. See Linking Items to Actions for ...
Opportunity Reports
From within the Opportunities Workspace, you may choose several reports that display data on your Opportunities. Open the Opportunities Workspace and select the Opportunities you wish to include in the report by clicking the checkboxes. (You may also ...