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What I Need to Know: Opportunity Stage Use & Lifecycle
Stage
Opportunity Status
Description
01-Qualified Lead
Open
Lead that has been converted to a
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1000049169
How To: Customize Your Lead and Opportunity Grid
The Lead and Opportunity Grid is sortable and filterable. Please see the attached excel document to
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1000056136
How To: Create Time-Stamped Notes
Time-Stamped Notes are a great way to keep track of important updates and provide a layer of visibil
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1000050956
How To: Add Staff to an Opportunity Using the Pipeline Widget
Following the steps outlined below, you will be able to quickly add or change staff by using the Pip
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1000049186
What I Need to Know: Master/Sub Opportunities
By creating individual Sub Opportunities, you can easily see the number and value of all Sub Opportu
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How To: Self-Perform Guide for Opportunities
Please review the attached document to learn how to manage your Self-Perform opportunities.
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1000049182
What I Need to Know: On-Call Opportunities
Please review the attached document to learn when and why to use On-Call Opportunities, how to enter
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1000049181
How To: Create a Work Order (Task Order) Opportunity
By creating individual work order opportunities attached to the Master On-Call contract, you can eas
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What I Need to Know: Client and Owner Relationships
Please review the attached guide to learn the difference between Client, Owner, and Owner's Rep. The
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1000049196
What I Need to Know: Confidential Clients with NDAs
Unanet CRM Company Records for Corporate Service and Other Clients we have Non-Disclosure Agreements