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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.

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

 

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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.

 

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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.

 

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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.

 

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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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