1. Log into WeOpportunity and go to "WeOpportunity URG" on the left hand side panel
2. Once the WeOpportunity URG is opened the user is presented with a number of items on the screen.
3. The numbered items correspond to the screenshot above:
- Timeline type filter: this will provide a selection of the type of time frame to provide results for:
- Data based on timeline type: this section will change based on timeline type chosen: a.b.c. d.e.
- Filters: Based on Lead Status:
- View: Selection on how the user would like to view the data.
- Select My Employees: Open to select employees to display results for
- Opportunity Summary: Displays the total leads based on Lead Status for the employees chosen above
- Opportunity Details: Displays detailed information of leads for employees chosen
- Within the Opportunity Details a user is able to filter the data for each detail to then be able to use the "Export to Excel" feature: