Viewing Your Sales Opportunities | Working Feedback Support Hub

Upon login of the dashboard, you’ll see a pop up, stating reviews need your attention, click 'take me there'
If you miss or close the popup, choose 'review' from the menu at the top, then 'Action Centre' from the drop down
Towards the bottom of the screen you’ll be able to see your sales opportunities
Click 'see all opportunities'
Choose the opportunity you'd like to action from the left hand side, where you'll be able to see the details of the sale opportunity
Contact the customer using the contact details displayed in the dashboard, and add any notes using the 'add note' button
You can also select actions, using the blue 'actions' button:

Reset to new – puts the opportunity back into new, pending or processing
In Progress – Set the status to this if you are discussing the opportunity with the customer
Converted – Choose this when the sales opportunity is won
Pending – When you are awaiting signoff from the customer
Archived – Choose this if the opportunity has been lost

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