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Knowledgebase : WeOpportunity

THE CONTACT SCREEN The Contact Screen enables search, sorting, viewing, editing of existing and creation of new Contacts. You can also create Message Groups and Message Group Mappings which would be used on a lead opened in Lead Management. After openin...
MAIN NAVIGATION PANEL AND DASHBOARD Navigating in WeOpportunity is easy! At the left hand side of your screen you'll see the Main Navigation Panel. The options available (visible) are based on User permissions set by your System Administrator. The image...
MARKETING DASHBOARD The Marketing Dashboard provides a Lead Summary Dashboard for Lead Center Users. Within the Marketing Dashboard, Users may view counts for Leads entered today or within the current week, month, etc. or a date range. Users may also vi...
PROSPECT DASHBOARD The Prospect Dashboard is used to record Prospecting Activities completed by Users. Typical Users include: Sales Representatives, Business Development, Inside Sales Teams and Sales Administrators. The first tab on the Prospecting Dash...
PROSPECTING PLANS WeOpportunity includes a way for Users to create their own Sales Prospecting Plans directly related to Sales Quotas (both Outright Sales and RMR Sales). The concept is to first understand the total quota requirements at the User level....
REPORTS There are several Reports provided in WeOpportunity illustrating trends and specific data within WeOpportunity. Certain reports are run annually or from a specified year forward. Depending on User Rights, the ability to see Regions, Offices and ...
UNIVERSAL REPORT GRIDS “URG” The Universal Report Grids are a great way to really know what is happening in your sales world. WeOpportunity and WeEstimate include separate URGs that provide a wealth of sales information to make you smarter, more efficie...