For the complete documentation index, see llms.txt. This page is also available as Markdown.
All Opportunities
Managing the opportunities on your domain
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.
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.
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.
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.
Edit Opportunity
Allows editing of all opportunity details via a pop-up form.
Only network admins can edit all opportunities from the Admin Portal.
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.
Archived opportunities remain viewable but cannot be edited and are hidden from the active opportunity list in the User Portal.
Activate Opportunity
Restores a previously archived opportunity to an active state.
Only network admins and the opportunity’s admin can perform this action.
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.
Deletion does not remove content. The opportunity can be restored by network admins from the Trash Can.
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.
