Image shows the Opportunities tab
Image shows the Opportunities tab
Image shows the column headers
Image shows the Opportunities tab

Opportunities tab

Use the Opportunities tab to create and manage salesperson-assisted sales opportunities, monitor their progress, and request sales support from Exclaimer when required.

Image shows the Opportunities tab
  1. Log in to the Exclaimer Partner Portal and select the Opportunities tab from the top navigation bar.

    This opens the Opportunities View, where you can see all Opportunities available.

  1. From the drop-down, select which list view you wish to pin to view the records.

Image shows the column headers

The table lists the following columns:

  • Opportunity Name - Name of the opportunity

  • Account Name - Account Name associated with the opportunity

  • Stage - What stage the opportunity is in. See the different Opportunity Stages.

  • Owner Full Name - Name of the opportunity owner


    What would you like to do?