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User Guide

  • Marketing Dashboard

    Marketing Dashboard The Marketing Dashboard provides a Lead Summary Dashboard for Lead Center Users. Within the Marketing Dashboard, Users may view counts for Leads entered today or within the current...

  • Contacts

    The Contact Screen The Contact Screen enables search, sorting, viewing, editing of existing and creation of new Contacts. You can also create Message Groups and Message Group Mappings which would be u...

  • Reports

    Reports There are several Reports provided in WeOpportunity illustrating trends and specific data within WeOpportunity. Certain reports are run annually or from a specified year forward. Depending on ...

  • URG & Audit URG

      Universal Report Grids “URG” The Universal Report Grids are a great way to really know what is happening in your sales world. WeOpportunity and WeEstimate include separate URGs that provide a wealth...

  • Prospect Dashboard

    Prospect Dashboard The Prospect Dashboard is used to record Prospecting Activities completed by Users. Typical Users include: Sales Representatives, Business Development, Inside Sales Teams and Sales ...

  • Prospect Plans

    Prospecting Plans WeOpportunity includes a way for Users to create their own Sales Prospecting Plans directly related to Sales Quotas (both Outright Sales and RMR Sales). The concept is to first under...

  • Lead Management

    Lead Management Lead Management is the component most used by Sales Representatives to create and manage their Leads and Opportunities, and by Sales and Executive Management to create, view, assign an...

  • Lead Center

    Lead Center Lead Center is used to create and pass Leads to Sales people, Offices or Pass Groups. The functionality of the Lead Center is to distribute new leads. The Lead Center User would be part of...

  • My Settings

    My SettingsMy Settings allows control of specific User settings within WeOpportunity.In My Settings users may set their Password, update phone numbers, fax and choose dashboard display settings  e.g. ...

  • Main Navigation Panel

    Main Navigation Panel and Dashboard Navigating in WeOpportunity is easy! At the left hand side of your screen you’ll see the Main Navigation Panel. The options available (visible) are based on User pe...