An Opportunity is a chance for a company to market or sell goods or services, which emerges when their product or service satisfies the demands of a certain market better than their competition. When you create a new Opportunity, you are given the option to add Additional Information, such as a Rating (Confident, Doubtful, Unlikely), which indicates whether or not the Opportunity is likely to develop into a potential project for your company. You can manage these Ratings in the Configuration section.
1. Add an Opportunity Rating
New Opportunity Ratings can be created to help indicate how likely an Opportunity is to develop into a project. Follow the steps below to add one.
Steps:
From the Configuration menu, select Opportunity Ratings under the Opportunities heading.
Click + New.
Enter a description for the Rating, and click Save when you are ready.
2. Arrange Ratings
The order in which Ratings appear can be customized to reflect your company's preferences. Follow the steps below to rearrange them as needed.
Steps:
From the Configuration menu, select Opportunity Ratings under the Opportunities heading.
Click the three-dot icon.
Click and drag the Rating to the desired spot. It will be saved automatically.
3. Edit, Deactivate or Delete Ratings
If a Rating needs to be updated, is no longer in use, or was created by mistake, follow the steps below to edit, deactivate, or delete it.
Steps:
From the Configuration menu, select Opportunity Ratings under the Opportunities heading.
Locate the Rating you wish to edit, delete, or deactivate, then click the Tools icon.
TO EDIT:
2.1. Select Edit.
2.2. Here, you can change the description and then click Save.
TO DELETE:
2.3. Select Delete. If the Rating was used, the option will be greyed out.
TO DEACTIVATE:
2.4. Select Edit. Uncheck the Active box, then click Save. You can revert this at any time.
