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Opportunities

Welcome to the Opportunities!

This is your gateway to unlocking potential jobs and orders that await your expertise. Whether you're eager to create new opportunities or efficiently manage existing ones, this hub is designed to empower your journey.

Create a New Opportunity:

Ready to explore new horizons? Click on the "Create New Opportunity" button to start the process. Input crucial details and embark on the path from negotiation to successful closure.

Manage Your Opportunities:

For opportunities already in motion, our intuitive interface allows you to effortlessly navigate your list of opportunities. Monitor their progress, update key information, and stay informed on every aspect — from the initial negotiation to a successfully secured opportunity.

Opportunities refer to potential employment or orders that are under negotiation with your client but have not been secured.

This portion will assist in the creation and management of your opportunities.

  • Create a new Opportunity
  • Opportunities List

Book traversal links for Opportunities

  • Assigning Leads to Sales Team
  • Up
  • Create a new Opportunity

Topics in this section

  • Accounts
  • Navigation
  • Esteemed CRM
    • CRM entities
      • Companies
        • Create a new Company
      • Contacts
        • Create a new Contact
      • Appointments
        • Creating a New Appointment
      • Tasks
        • Create a new Task
      • Email Notifications
      • Tearsheets
        • Create a new Tearsheet
        • Sending a Mass Mailing
      • Conversations
      • Notes
  • Esteemed Sales
    • Sales entities
      • Leads
        • Create a new Lead
        • Leads list
        • Assigning Leads to Sales Team
      • Opportunities
        • Create a new Opportunity
        • Opportunities List
      • Deals
        • Creating a New Deal
      • Contracts
        • Master Contract
        • Contract Attachment
        • Contact Registration
        • Sign the Master Contract and Attachment
  • Esteemed ATS
    • ATS entities
      • Formatted Resume Generation Feature
      • Jobs
        • Create a new Job
      • Internal Submissions
        • Add Internal Submission
      • Interviews
        • Schedule an Interview
      • References
      • Offers
  • Esteemed ATS Pro
    • ATS Pro entities
      • Client Submissions
      • Placements
        • Create a new Placement
      • Performance Reviews
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