Use the Opportunities tab to associate one or more opportunities with a
client. You associate an opportunity record with a
client record when you add it to the Opportunities grid. Both records reflect the association.
Contents
If the opportunity record that you want to add to the Opportunities grid does not yet exist in your database, you can create a new opportunity record and simultaneously add the new opportunity record to the Opportunities grid.
| Field | Description |
|---|
| For this
client only
|
Select this option to view the contacts associated with the
client. This option displays if your system administrator configured
Ajera CRM to use multiple
client levels, or hierarchies.
|
| For this
client and all lower levels of the hierarchy
|
Select this option to view all levels of the hierarchy that are associated with the
client. This option displays if your system administrator configured
Ajera CRM to use multiple
client levels, or hierarchies.
|
Opportunities Grid
The fields on the grid display information from the opportunity record in the Opportunity Info Center.
| Field | Description |
|---|
| Opportunities Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Associate
|
Click this option if the opportunity that you are adding already exists in your database.
|
 New
|
Click this option to create a new opportunity record and add the opportunity to the Opportunities grid.
|
 Remove
|
Click this option to remove an opportunity from the Opportunities grid.
|
|
Client
|
Select this to associate the record as a
client of the firm.
Ajera CRM selects this option if the
Client option is selected on the General tab.
|
|
Vendor
|
Select this to associate the record as a
vendor of the firm.
Ajera CRM selects this option if the
Vendor option is selected on the General tab.
|
| Name
|
This field displays the name of the opportunity.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Number
|
This field displays the opportunity number.
|
| Stage
|
This field displays the current stage of the opportunity.
|
| Role
|
Click in this field and then use the drop-down list to select the
client's role on the opportunity. If the
client is entered in the
Primary Client field on the General tab of the associated Opportunity Info Center record, the role displays as
Owner. You define
client role options in Code Table Configuration.
|
| Role Description
|
Enter additional information about theclient's role on the opportunity.
Click
Edit to use the Text Editor to enter information.
|
