Opportunities Management
How to review the actions of opportunities?
1- Enter the module "Opportunities Management" from the left sidebar. 2- Click on the "Review Actions" button of the process flow. You can access directly from the notification panel by clicking on it. 3- A list will appear with all the actions that ...
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 ...
How to review the analysis of opportunities?
1- Enter the module "Opportunity Management" from the left sidebar. 2- Click on the "Review Analysis" button of the process flow. You can access directly from the notification panel by clicking on it. 3- A list will appear with all the analyzes that ...
How to perform the opportunities analysis?
1- Enter the module "Opportunities Management" from the left sidebar. 2- Click on the button "Perform Analysis" of the process flow. You can access directly from the notification panel by clicking on it. 3- A list will appear with all the ...
How to request analysis of opportunities?
1- Enter the module "Opportunities Management" from the left sidebar. 2- Click on the button "Request Analysis" of the process flow. 3- Enter the date of the risk assessment and select all the processes that must be evaluated. 4- Click on "Send" and ...