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The Opportunities Grid

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Using the Opportunities Grid

The opportunities grid is the screen from which all the opportunities can be seen and navigated to.  This is a guide to getting the most out of the tools on this screen.

The Opportunties Grid shows all opportunties filtered by region and lender.

1-Status Filter: In the column to the left of the grid you can choose to view the dashboard, instead of the grid, or select a category of opportunities you would like to view in the grid.

2 - Filter Bar: The filter bar displays the current scope of the opportunities contained by the grid. So in the image above, the grid is only displaying opportunities that belong to Caitlin Carter. 

3 - Export Button: Clicking the Export button will open a file dialog, prompting you for a location to save an xml representation of the current scope of the opportunities grid.

4 - Search Field: Entering text into the search field hides all opportunities that don't have the entered text in their name, their lender, their stage, their relationship, or their active scenario and its accounts.  For more information on the Search field, see the article below.

5 - Column Headers: Each column header can be clicked to sort the grid by the values in that column, either ascending or descending. The columns are sorted alphanumerically.

Opportunity Action Icons

6 - Clicking the trash can icon deletes the opportunity. Delete Opportunity 

  • Clicking the trash can icon next to an opportunity will delete that opportunity. This will only display when you hover over the opportunity.

 7 - The icon with two arrows allows you to transfer an opportunity. Transfer Opportunity

8 - Clicking the copy icon lets you copy the opportunity. Copy Opportunity

  • Clicking the copy icon will create and open a new Opportunity that is a copy of the first.
  • The new Opportunity will have the same name as the first prepended with "Copy of".
  • Modifying and saving this new opportunity does not affect any of the values in the original.
  • This will only display when you hover over the opportunity.

9 - Opportunity Name: Clicking the opportunity name will open the opportunity for viewing/editing.

10 - Relationship Name: Clicking the relationship name will open the relationship for viewing/editing. If the opportunity has no attached relationship, it will simply display "None"

11 and 12 - Stage and Close Date: Clicking the stage or close date will open a popup allowing you to edit that opportunity's stage and close date without having to open, modify, save, and close the opportunity.

Opportunity Stage and Close Data popup

The popup has a dropdown list of all available stages to select the stage and a calendar datepicker to select the close date. Clicking "Save" will set both these values to the selection from each relevant control.

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