Start a conversation

System Configuration

  • Configuring Data Points

    Data points are used to store information about specific Customers or Contacts in WeOpportunity.  The data point fields are completely customizable, so you can capture any information you find importa...

  • RFQ window- Required Fields

    The following article will review how to set required fields for RFQing a Lead in WeOpportunity. On the left toolbar go to: Settings -> Group Rights Lead Management -> Opportunity Fields Check/Uncheck...

  • Account Dashboard Features and Configuration

    Attached is a PDF guide for the WeOpportunity Account Dashboard.  It goes over features of the Account Dashboard, as well as how to configure the dashboard so you get the most out of it.  It's a good ...

  • WeOpportunity Group Rights

    Billboard Billboard Access - Gives access to view the Billboard Dashboard Dashboard Access - Gives access to view the Dashboard Lead Center Lead Center Access - Gives group the ability to pass leads N...

  • How To Use the WeOpportunity AutoSync

    Here are the instructions on how to set up the WeOpportunity AutoSync Click your User Name on the upper Right-hand Corner Click on My Settings Click on the Mail Server Settings Tab Click Edit Click th...

  • Adding A New Record To A Data List In WeOpportunity

    This article explains how to add a new record to an existing Data List. Steps: 1) Go to Settings --> Data List 2) From the dropdown labeled Data List, select the data list you wish to edit (example: J...

  • Import Contact List to WeOpportunity

    How to import a contact list from an excel spreadsheet into WeOpportunity using Import Utility. Before beginning the import process, makes sure your spreadsheet has the following required columns.  Se...

  • Setting up Auto Sync for Microsoft Exchange account in WeOpportunity

    To check if your Microsoft Exchange credentials are correct: If you are using Office 365, you can go to this website: (if you are using your own exchange server, replace outlook.office365.com with you...

  • How to Add a Data List Item

    Within WeOpportunity you can add/edit/disable data list items.  To do this: Go to Settings -> Data List Select the Data List you are looking to add to and click Add New Record Similar to Adding you ca...

  • Data List - Required Fields

    The following article will review how to set required fields in WeOpportunity. On the left toolbar go to  Settings -> Group Rights Lead Management -> Opportunity Fields Check/Uncheck Required Fields. ...