SmartPDA Opportunities

SmartPDA Opportunities

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The link for this help topic is:

Note: This product is no

longer being actively developed. Ebix's current mobile SmartOffice solution

is [SmartOffice

Anywhere](http://help-prod.ez-data.com/soa/help/en/).

Users must have the appropriate SmartOpportunities rights to access

this module. Opportunities in SmartPDA provide the user with a snapshot

of all existing Opportunities available in SmartOffice.

Search Opportunities

The Search Opportunities screen facilitates the search for particular

Opportunities. The various search parameters that can be used to search

for an opportunity from the Search Opportunities screen include the Opportunity

Name, Opportunity Type, Contact Name, Source of the Contact, Campaign

Name and Status of the Campaign.

Opportunity List)

Select the Go button from

the Search Opportunities screen to display the Opportunity List with

the list of Opportunities available in SmartOffice. The Opportunity

List displays the opportunities along with information such as the

Opportunity Name, Campaign Name, Stage, Status, Type, Owner of the

Opportunity and Potential.

Select the Contact hyperlink

from the Opportunity List to display the Contact Detail information.

Opportunity Detail)

Select the Opportunity Name

hyperlink from the Opportunity List to display the Opportunity Detail

information for the selected Opportunity. The Opportunity Detail screen

in a non-editable mode enables the user to view the Opportunity Name,

Current Stage of the Opportunity, Potential, Revenue and the Estimated

Close Date for the Opportunity.

The Opportunity Detail screen can be edited to update more information

on the Opportunity Name, Potential Revenue, Close Probability in percentage,

Estimated Close Date and the Actual Sell Amount. Select the Contact

Name hyperlink shown on the Opportunity Detail screen to display the

Contact Detail screen. Selecting the Search

button shown on the Opportunity Detail screen displays the Search

Opportunities screen. Click the Main

Menu hyperlinks shown in the top right and bottom right corner

of each screen to display the Main Menu.

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