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Using Opportunity Stages

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Using Opportunity Stages on the Dashboard


From the Dashboard, you can see all of your existing Open Opportunities by clicking the opportunity stages on the left of the Opportunity Grid.

Opportunity grid shows all open opportunities



An individual user will have the Filter Bar set to themselves, while someone updating opportunities for multiple lenders will have the Filter Bar at the bank or regional level.


The filter bar will determine which opportunities you see


Scrolling through the list of opportunities and clicking on the Stage for the desired opportunity allows for a quick update to a different stage in the process, as well as the closing date. The bar will collapse when there is a long regional hierarchy, long region name, or the browser window is too small to display the full path. Three dots will appear when a region name cannot be fully displayed and you may hover over the three dots to see the region name or click on the three dots to display that region.


To change the opportunity stage click the current stage listed under the stage column for that opportunity




After you make your updates, click Save.


Using Opportunity Stages Inside an Opportunity


You can also update the stage and projected closing date from inside an opportunity.

Shows the opportunity stage field and available dropdown options

Clicking in the Stage field will open a drop down menu allowing you to edit the Stage of this opportunity. You can see that I can move this deal forward (Actively Pricing, Terms Accepted, Awaiting Close, Awaiting Approval, Closed) or mark this deal as Lost if either we or the borrower decided not to move forward with this opportunity. 


Make sure to click Save when you are done. For more information on the different opportunity stages, visit Setting Up Opportunity Stages.

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