Navigation:  5 Using Total Enterprise CRM > 5.11 Opportunity > How to work with Opportunity? > How to view all opportunity types?

 

You can categorize opportunities in different types according to your requirements. To view list of all available opportunity-types in CRM system, follow these easy steps:

 

Step 1: Select 'All Types'

 

 

On ribbon, click the "Opportunity" tab.

Under Opportunities group, select "All Type".

 

Step 2: View the List

 

Here you can view the list of available opportunity types of CRM system.

 

Below the ribbon of above screen, you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see  the main details of the record and also see who created it, when it was created and the subject etc. etc.

 

Note:

If you need to edit any existing record shown in this grid – a quick double-click will launch an editor/form for editing. Click 'Save & Close' when you have done.

 

 

In Total Enterprise CRM opportunity-types are listed in a grid; using remarkable features of this grid, you can further interact with these opportunity-types. To do so, choose any of the actions listed below:

 

Opportunity-types are listed in a sortable, flexible grid. You can sort these opportunity-types either in ascending or descending order. You can also perform search techniques using CRM grid to exactly find the opportunity-type you are looking for. For details:

 

To observe opportunity-types in a grouped view, you can group them by any desired field. For details:

 

Tags are used as a way to classify opportunity-types in an ad-hoc way, where it may not make sense to add additional fields into the CRM System. Opportunity-types in database may be tagged to help organize them. New tags are simple to create, and you can filter any grid by tags to show desired opportunity-types. Similarly, you can easily remove any tag that you have already assigned to a opportunity-type. For details:

 

Importing and exporting records in opportunity-type can be performed quickly and easily from/to Excel sheet to/from any grid in the CRM system. For details:

 

Printing any set of records is very easy in Total Enterprise CRM like printing in Microsoft Word. For details:

 

To quickly manipulate records, you can use split-view to observe list of opportunity-types and their data at same location. For details:

 

The common actions like copy or delete a opportunity-type, select all opportunity-types, refresh opportunity-types and create a new opportunity-type or open an existing one  are also available within this grid. For details:

 

Note:

Some features are same for every grid under any tab you see in the Total Enterprise CRM system. These are:

. Copy, delete or refresh records and create a new or open an existing record.

. Sorting, searching and grouping records

. Assigning/removing tags & filtering by tags

. Exporting and importing records

. Printing any set of records

. Split-View to view list of items and data