Page 17 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)

Activity 3.6 – How do I organize my pipeline so I can

efficiently review pending opportunities with my colleagues?

Web Activity Steps – Recommended Method
1. Click Opportunities in the left-side menu to open the Opportunities Grid
2. When hovering any column header, click on the down arrow on the right side
a. Hover over Columns, and check the boxes for
i. Opportunity Name
ii. Opportunity Number
iii. Stage
iv. Client
v. Lead Business Developer
3. Scroll to find the Lead Business Developer column
a. Drag and drop the column closer to the left-hand side
4. Hover over the Lead Business Developer column and click the down arrow
a. Select Group By This Field
5. Click the Stage column header to sort by Stage within the groups

Activity 3.7 – How do I complete a Go-No-Go form for an
internal evaluation of our chances of winning a pursuit?

Outlook Activity Steps – Recommended Method
1. From your My Pipeline view, choose an opportunity in the
Prospecting stage
2. Open the additional options by clicking the horizontal three dots
a. Select Edit Opportunity

NOTE: If you do have an option in the additional options for Go/No-Go Form know that

this legacy feature will be replaced by a new Forms functionality

3. Click Forms in the left-side menu
4. In the Forms section, click Add Form
5. Select Go/No-Go Simple Form
6. Enter the details for each question
7. Click Submit in the upper-right corner
8. Click Submit in the pop-up window
9. Click Close in the upper right
10. Click Save at the bottom
11. To view the completed form you can open Opportunity Details from the card
and view the record in the web app

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Lesson 3: Manage Opportunities