Opportunities

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7 articles

Creating a New Prospect

A prospect is a company that you have identified as a potential partner but with whom you have not yet had targeted discussions.

Updated 4 days ago by Charlotte Klein

Creating a New Job Opportunity

If you have entered into active discussions with a potential partner and know which school year you are selling for, you can create a new job opportunity.

Updated 4 days ago by Charlotte Klein

Creating a Renewal Opportunity

While a renewal will be automatically generated when a new job opportunity closes, there may be times when you need to create an ad hoc renewal opportunity.

Updated 3 days ago by Charlotte Klein

Updating Multiple Opportunities

Update multiple opportunities at once using Quick Edit list views.

Updated 2 weeks ago by Charlotte Klein

Closing Opportunities

Move an opportunity's stage to "Closed" to show them as won, lost, or deferred.

Updated 1 day ago by Charlotte Klein

Adding Contact Roles to an Opportunity

To link a contact to a specific sales effort, you can create a contact role on the opportunity record.

Updated 4 days ago by Charlotte Klein

Updating Your Sales Goals

Update your FTE and revenue goals for a specific year using terms.

Updated 3 days ago by Charlotte Klein

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