OPPORTUNITY//DASHBOARD

Track opportunities from initial inquiry through formal quote
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Open Total: $0
Stage Status Customer Dealer Summary Sales Rep Inquiry Date ContactPhoneEmail Age Time in Status Actions

Sign In

Use your dashboard account to continue.

Create New

Choose where this record enters the workflow.

New Opportunity

Stage: Opportunity
Select a customer from the master list or add a new one.
Optional
Select summary...

New Formal Quote

Stage: Quote — direct entry without a prior Opportunity or ROM.
Select a customer from the master list or add a new one.
Select summary...

Edit Opportunity

View and edit all information accumulated through the current stage.
Select summary...

Contact Manager

Manage contacts and notes by customer.

Contacts

Add Contact

Add Customer

Adds the customer to the demo customer master.

Close Opportunity

Choose the final status. This Opportunity will disappear from the Open view.

Reopen Opportunity

Choose the active status to restore this Opportunity to the Open view.

Delete Opportunity?

Are you sure you want to delete this Opportunity? This cannot be undone.

Promote to Formal Quote

All Opportunity and ROM information carries forward. The ROM link is preserved, and the visible Quote Link field will be cleared for the actual quote.

Promote to Formal Quote

Status will start as Quote In Work. Existing Opportunity information and Age carry forward.

Promote to ROM Quote

Select summary...
Optional

Promote Opportunity

An Opportunity can move directly to ROM Quote or Formal Quote.