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My Assistant, tab Opportunities
My Assistant, tab Opportunities

Documentation for "My Assistant" | Assistant | Dashboard | Funnel | Opportunities Funnel

Updated over 6 months ago

The "Opportunities Overview" tab in My Assistant lets you see key details about your application journey at a glance. It displays a limited selection of information you can find more detail within the full "Opportunities" section

Funnel on top

The numbers at the top represent data about Opportunities at a particular Opportunity stage group

  1. Total opportunities in a particular Opportunities stage group (clickable)

  2. Name of Opportunities stage group

Overview of each Opportunity stage

Clicking on each of the Opportunities stages at the top will load a related overview below

The columns

  • Name

  • Stage

  • Stage changed (shows how long it has been since the match was set to the current phase)

  • Start date

  • Procedure

  • Contact

  • Company

  • Owner

Column Stage and Owner are inline editable from the overview

Check the colleagues' Leads dropdown

  • The overview initially loads Opportunities related to the current user

  • To view Opportunities for another user (up to 10), select or search for their name

  • Clicking the clear icon resets the dropdown to show Opportunities for the current user again

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