How to take actions for opportunities?

1- Access the module "Opportunity Management" from the left sidebar.

2- Click on the "Take Actions" button in the process flow.

You can access directly from the notification panel by clicking on it.

3- A list with all the opportunities that you have pending to take corrective actions will appear, click on the "Details" button in which you want to follow up.

4- Complement the follow-up information of the action and attach the necessary annexes.

The annexes can files of any type.

5- Click on the "Send to Review" button, an email will be sent to the user who evaluated the indicator to continue with the flow process.

If you click on the "Save and Exit" button, only the information will be saved but the process will not be continued to the next step.

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