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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 Image Removed icon

  the label icon will expand a list

  of 

  of Tags

   attached

   attached to the opportunity.

   You

   You can select the X

   within

   within a tag to remove it, or select the +

   icon

   icon to add new tags.

• Estimated Close date

• Estimated Revenue

• Probability

• Actual Close date

• Status

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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 Image RemovedSearch 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

  the 

  the Search...

   box

   box will open a drop-down menu where you can add

  multiple 

  multiple Tags

   to

   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

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.Image Removed

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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.

  Image Removed
•  >

  Save > Save and View Summary – This will save the opportunity and take you to the Opportunity Summary page.

• Image Removed >

  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

   by

   by an opportunity in the list will take you to the corresponding Opportunity Summary.

• Edit – Selecting ... >

  Edit 

  Edit by an opportunity in the list will open

  the 

  the Edit Opportunity

   window

   window.

• Delete – Selecting ... > Delete

   by

   by an opportunity in the list will delete the opportunity record. You will asked to confirm before the opportunity is deleted.