The Opportunities area of
iAccess provides quick access to key information for your opportunities.
Core information such as opportunity amount and primary client is always visible. Other information displays on the Overview, Collaboration, Activities, Team, and Competition tabs. (Your system administrator may also add custom tabs to supplement these standard tabs.)
Opportunity Summary Information
The title of the currently selected opportunity displays in the upper-left corner of the Opportunities area and key data (opportunity amount, probability percentage, weighted value, and so on) display down the left edge.
Opportunity Search and Add Opportunity Option
Use the opportunity search field above the opportunity title to display an existing opportunity. The search list includes both opportunities created in
iAccess and those created in
Ajera CRM. Use the
+ Add Opportunity option next to the search field to add a new opportunity.
Toolbar
Use the toolbar in the upper-right corner of the area to edit an opportunity, add a touchpoint for an opportunity, or mark an opportunity as closed.
Tabs
Use the tabs to display and edit additional information related to the currently selected opportunity:
- Overview: Use the Overview tab to review and edit key data, such as the opportunity description, start and end dates, and so on.
- Collaboration: Use the Collaboration tab to create a Kona Business space for the opportunity or associate the opportunity with an existing Kona space. The space conversations, tasks, and events display on the tab, and you can interact with them just as you do when you access Kona outside of
iAccess.
- Team: Use the Team tab to review the clients, vendors,
subconsultants, contacts, and employees that make up the team for the opportunity.
- Activities: Use the Activities tab to review all milestones, touchpoints, and other activities that have occurred or are scheduled for the opportunity, and to add new milestones and touchpoints.
- Competition: Use the Competition tab to create and maintain a list of the other
companies that are pursuing the opportunity.
Related Help Topics
Use these links to display lists of help topics that contain step-by-step instructions, field and option descriptions, and more in-depth discussions of selected subjects.