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.


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.


Activate Opportunity

Restores a previously archived opportunity to an active state.


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.


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.

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