D-Tools

Everything you need to know to start using the Opportunity functionality on D-Tools Cloud

Getting started with opportunities

How to use opportunity stages and stage groups to keep track of your opportunities

Customizing the opportunity stages

Ashok P

Everything you need to know to create and manage Opportunities on D-Tools Cloud

Opportunities

How to create a project opportunity on Cloud

Creating a project opportunity

How to create a Service Opportunity on Cloud

Creating a service opportunity

How to set a priority for the opportunity based on urgency, value, or history with the customer

Setting a priority for the opportunity

How to share an opportunity with other members of your team so they can contribute to the opportunity

Sharing the opportunity with members of your team

User permission required to move opportunities through various stages

Changing the opportunity stage

Marking an opportunity as Won

How to download the list of opportunities as a CSV file

Downloading the list of opportunities

How to learn from the opportunities that got away

Making sense of Lost opportunities

Manage Opportunities

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