Opportunities can be added in various places in Avionté.
From the Companies > Opportunities Tab
From the ContactActivities Page under Quick Actions.
The New Opportunity fly-out will appear
Enter information relevant to the Opportunity
Complete the fly-out as thoroughly as possible.
The table below defines the fields in the New Opportunity fly-out to help with data entry
Click Create Opportunity
The Opportunity Owner is the creator of the opportunity, which defaults to the current user, but can be changed.
To change the owner of an opportunity, click the "edit" button in the Opportunity Overview section.
Then select a new Owner from the dropdown list.
Opportunities can have multiple owners.
The Opportunity can be accessed and viewed from multiple places within the Connect Module
Company >> Opportunities
The Company > Opportunities tab is the main hub for tracking opportunities. All Opportunities for the company are listed here, and users can click on an Opportunity name to open it.
On a Company's profile, a counter of open Opportunities is available on the Company Dashboard widget.
Once a contact is connected to an Opportunity, they will be listed as an Open Opportunity Contact in their contact record.
Hovering over the Open Opportunity Contact status will provide hyperlinks to of the contact's Opportunities.
The Opportunities widget displays all opportunities on which you are the Owner. This is a great way to quickly access the Opportunities you are working.
Companies > Opportunities Page
All opportunities for the company are listed here, and users can click on an opportunity name to open it.
Turn an Opportunity into a Job
From the Opportunity Tab within the company profile, you can flip an Opportunity into a Job with ease. If the information pertaining to the Opportunity is filled out correctly, you will see an icon that says, “Create Job”.
Go to the Company/Customer you want to create a Job for
Click Create Job
Proceed with creating a job the same way you always have.
If the information is missing, an icon stating “please attach Hiring Manager “ will appear.
Once you select a Hiring Manager, you will then be permitted to create a Job.
To see a full list of opportunities, you can leverage the Tasks Tab.