# All Opportunities

### Overview

The **All Opportunities** tab gives network admins complete visibility and control over all sales opportunities created within the domain. From searching and filtering to editing, transferring ownership, and managing opportunity-specific chat settings, this tab provides powerful tools to oversee your sales pipeline.

![](https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lclpq021Ai9jH1_X4gO%2Fuploads%2F1dOmuuLfItLyaNZm66Fc%2F24-06-2025-10-13-33.png?alt=media\&token=df5ec1e8-a131-4ca9-a4d1-68317873a1bb)

Network admins can use this tab to:

* View a comprehensive list of all opportunities.
* Search and filter opportunities.
* Manage opportunity chat settings, ownership, status, and visibility.
* Archive, activate, or delete opportunities as needed.

***

### Search Opportunities

Use the **Search** text box to filter the list based on keywords related to opportunity names or other metadata.

***

### List of Opportunities

Displays a full list of all opportunities across the domain. Each entry includes:

* **Name:** Title of the opportunity.
* **Last Activity:** Timestamp of the most recent interaction or update.

***

### Actions Drop-Down

Click the drop-down menu next to each opportunity to access additional available actions.

<figure><img src="https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lclpq021Ai9jH1_X4gO%2Fuploads%2F1ES1TAKR9xH6eVb1wE9L%2F24-06-2025-11-17-12.png?alt=media&#x26;token=ba813820-0812-4dae-8cb7-ee7ec29a9217" alt="" width="563"><figcaption></figcaption></figure>

#### **Chat Settings**

Configure messaging permissions for the selected opportunity. Admins can define who can send messages, add members, view member lists, and mark messages as important.

<figure><img src="https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lclpq021Ai9jH1_X4gO%2Fuploads%2FsLrike6HAdWhloGVcksr%2F24-06-2025-11-29-56.png?alt=media&#x26;token=c9478474-5581-404d-9cde-3d0deba12c9a" alt="" width="392"><figcaption></figcaption></figure>

Click **Save** to apply changes.

***

#### **View Opportunity**

This option redirects you to the opportunity’s detailed view as it is seen in the User Portal.

<figure><img src="https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lclpq021Ai9jH1_X4gO%2Fuploads%2F4tqS32vOHYxJqDykRQvh%2F24-06-2025-01-19-46.png?alt=media&#x26;token=338cea60-d795-4b9d-914c-001efa27d696" alt="" width="563"><figcaption></figcaption></figure>

***

#### **Edit Opportunity**

Allows editing of all opportunity details via a pop-up form.

{% hint style="danger" %}
Only network admins can edit all opportunities from the Admin Portal.
{% endhint %}

***

#### **Transfer Owner Rights**

Reassigns the opportunity's ownership to another network user. This user will gain the "Driver" label for the opportunity.

* The previous owner becomes a regular member of the opportunity.
* The selected user **must** be a network member.

***

#### **Archive Opportunity**

Moves the opportunity into an archived state. Optionally, notify members with an update on the opportunity wall.

{% hint style="warning" %}
Archived opportunities remain viewable but **cannot be edited** and are hidden from the active opportunity list in the User Portal.
{% endhint %}

***

#### **Activate Opportunity**

Restores a previously archived opportunity to an active state.

{% hint style="danger" %}
Only network admins and the opportunity’s admin can perform this action.
{% endhint %}

***

#### **Delete Opportunity**

Moves the opportunity to the **Trash Can**, making it invisible in the User Portal. This action can only be completed from within the Opportunity workspace under Admin Tools > Delete.

{% hint style="success" %}
Deletion does **not** remove content. The opportunity can be restored by network admins from the Trash Can.
{% endhint %}

***

### Filter Opportunities

Use the dropdown filter to display:

* **All Opportunities**
* **Archived Opportunities**

***

### Best Practices

* Regularly audit opportunities for accuracy and relevance.
* Use archived status instead of deleting opportunities to retain historical data.
* Reassign ownership when team members leave or change roles to maintain accountability.
* Use chat settings to balance collaboration with control over communication.
