View and manage opportunity

With upscale, maintain details of the opportunities you are exploring.
Written by Upscale Team
Updated 2 years ago

There is a separate space for storing all the information related to a particular opportunity identified in Upscale. Check any of the following information by simply clicking on the name of the opportunity in the opportunities section:

About - View basic information relating to name, expected amount and close date, stage, owner, tags of the opportunity here. 

Prospects - View all prospects related to the opportunity.

Notes - Make any additional notes for future reference.

You can manage and edit any of the information by simply editing the information and clicking on Save.

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