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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 iconthe label icon will expand a list
ofof Tags
attachedattached to the opportunity.
YouYou can select the X
withinwithin a tag to remove it, or select the +
iconicon to add new tags.
Estimated Close date
Estimated Revenue
Probability
Actual Close date
Status
...
Filtering the Opportunity List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press press Enter or select or select the Search icon to run the search and apply your filters.
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
thethe Search...
boxbox will open a drop-down menu where you can add
multiplemultiple Tags
toto 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
Along with these, additional fields can be added by selecting selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
Status
Estimated Close Before date
Estimated Close After date
Officer
Standard Occupational Classification (SOC) code
Sector Subject Area (SSA) code
Occupational Area
Qualification
Qualification Plan
Is New
My Opportunities
Exporting the Opportunity List
Selecting Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
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Selecting Create Opportunity in the opportunities tab will open a window where you can create a new opportunity linked to the organisation. In this window, you can first enter a a Title for for the opportunity.
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After this, the following options are available:
Save – This will save the opportunity and take you to a window where you can add further details. This window is explained in Editing Opportunities in PICSWeb.
- >
Save > Save and View Summary – This will save the opportunity and take you to the Opportunity Summary page.
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Save > Save and Close – This will save the opportunity and return you to the organisation summary.
Cancel – This will discard the opportunity without saving.
Opportunity Actions
The following actions are available from the opportunities tab:
Summary – Selecting ... > Summary
byby an opportunity in the list will take you to the corresponding Opportunity Summary.
Edit – Selecting ... >
EditEdit by an opportunity in the list will open
thethe Edit Opportunity
windowwindow.
Delete – Selecting ... > Delete
byby an opportunity in the list will delete the opportunity record. You will asked to confirm before the opportunity is deleted.