Opportunity List

The Opportunity List displays based on the View either all opportunities in which you are Involved [default] or All opportunities for which you have permissions.

You can easily filter the list to display only Open or Closed opportunities. Within the Closed Opportunities you can select Won, Lost, Declined and No decision. You can also filter according to a Open or Close Date range, Target company, lead, practice group involved, opportunity type, coordinator, industry, etc. You can also filter by related initiatives.

To reset the filters and the list display, click Clear All in the Filter panel.

The Opportunity list page includes:

  • Company name (target)

  • Opportunity Type

  • Lead Attorney (if specified)

  • Date last updated

Data in the columns can be sorted by clicking on the Sort icon for the column.

For any opportunity in the list you can view details of the opportunity by clicking on the next to the Target company name. Details include the ID #, title, stage, status, etc.

You can open the opportunity either from this Details panel or simply by clicking on the Opportunity in the Opportunity list. The Opportunity opens in the Overview screen.

 

 

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