Page 16 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)

Mobile Activity Steps – Alternative Method
1. Search for record and select from Opportunities filter
2. Tap Edit in the upper right corner
3. Tap Stage and select new stage
4. Tap Save in the upper right corner

Web Activity Steps – Alternative Method
1. Search for or use Opportunity Grid to open the Opportunity record
2. Click the Edit button on the top right of the General Information section
a. Open the Stage dropdown and select the desired Stage
3. Click Save

NOTE: The web app has the Pipeline view, as seen in Outlook, to move cards from
stage to stage. There is a My Pipeline link in the upper right of the Opportunities
module.

Activity 3.5 – How do I see key metrics for my open pursuits

in my Pipeline?

Outlook Activity Steps – Recommended Method
1. From the Opportunity Pipeline view, click the Preferences

button in the upper left
2. Open the Opportunity Metric dropdown and select desired dollar field

3. In the Card Details section, open the three dropdowns and choose desired fields

4. Click the Opportunities button in the upper left to return to the
Pipeline view and view the updated card details

Web Activity Steps – Alternative Method
1. Click on your User Profile
a. Select My Preferences > Opportunity Preferences
2. Open the Opportunity Metric dropdown and select desired dollar field
3. In the Card Details section, open the three dropdowns and choose
desired fields
4. Click Opportunities in the left-side menu and then click the My Pipeline link to
return to the Pipeline view and view the updated card details

15
Lesson 3: Manage Opportunities