CRM Business Mail - Opportunity dashboard

 

The Opportunity Dashboard-Feature displays all information regarding your opportunities. If it came from the Customer Main Page the logs are filtered for the selected customer. If it comes from the Global Menu function it displays all of your documents.

 

The complete list of all events (filtered or unfiltered by customers) appears in the frame on the left side of the window.

 

Function of the deal detailed info:

 

The right part of the view displays further deal information in three sections : 

  • Summary - an aggregated information of all deals
  • Graphics - the graphical opportunity trend.
  • Details - detailed information about the currently selected log
  • Task does not have an opportunity field