The Opportunities tab in the Officer Summary lists all business Opportunities that have the current office linked as the Owner or Officer (but not the Main Contact). For each opportunity, the following details are shown:
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the icon to run the search and apply your filters.
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:
Along with these, additional fields can be added by 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:
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
You cannot create a new opportunity from this tab. Instead, you will have to either Create a New Opportunity or Edit an Existing Opportunity, the enter the current officer into the Owner or Officer fields in the edit window and Save. The opportunity will then appear in this tab.
The following actions are available from the opportunities tab: