Reviewing Individual Opportunities

You can review and update an opportunity using its drop-down options (highlighted below).

You can flag opportunities in various ways, and make notes, by clicking the management icons.

You can configure the opportunity data that is displayed in the details area.

Click the Edit button, indicated below, to add, remove or reorder table columns to suit your preference.

For more information, see Choosing Which Columns Are Shown.

To sort the rows by a particular value, click the relevant column header. Click the same column header again to reverse the sorting (from A→Z to Z→A).

A vertical arrow in the header indicates the value that the details area is currently sorted by (the Stage column in the example shown below) and the direction of the sorting.

Various elements of the opportunity list are hyperlinked:

• Click an opportunity, account or user name (all highlighted in the example below) to open the associated Salesforce record in a new tab.

  

• Click the Progress bar or a Plan Status icon (both highlighted in the example below) to open Altify Opportunity Manager in a new tab.

  

(If the opportunity plan doesn't yet exist, the Salesforce opportunity record opens instead.)

You can export the opportunity list to a Microsoft Excel spreadsheet by clicking the Export button.