The Opportunities tab in the Organisation Summary lists all business Opportunities linked to the organisation record. For each opportunity, the following details are shown:
- Title – Selecting this will take you to the corresponding Opportunity Summary.
- Tags – Selecting the
icon will expand a list of Tags attached to the opportunity. You can select the X within a tag to remove it, or select the + icon to add new tags. - Estimated Close date
- Estimated Revenue
- Probability
- Actual Close date
- Status
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- Whether to use the standard Table view, or display opportunities in a Board that compares numbers of opportunities in each status.
- Sort By – Here you can use the drop-down menu to choose how the list is ordered.
- Title search
Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:
- Any – This will filter the list to records that contain at least one of the specified tags.
- All – This will filter the list to records that contain every specified tag.
- None – This will filter the list to records that do not have any of the specified tags.
- Active records only
- Number of records displayed
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