Differences

This shows you the differences between two versions of the page.

--- company [2023/06/22 12:10] – [Opportunities] tim
+++ company [2024/05/07 13:25] (current) – external edit 127.0.0.1
@@ Line 8: / Line 8: @@
 ==== Company List View ====
-The list view allows you to see all the companies that you have added, you can add a new company by clicking the " add new "company" option at the to of the screen.
+The list view allows you to see all the companies that you have added, you can add a new company by clicking the " add new "company" option at the top of the screen.
 {{ :add_new.png?600 |}}
@@ Line 68: / Line 68: @@
 ==== Opportunities ====
-The opportunities tab displays the the opportunities that there are for either new or existing customers, they can act as prelude to the activities tab. The opportunity tab is where you will input any opportunities that you have with this company.
+The opportunities tab displays the the opportunities that there are for the company, they can act as prelude to the activities tab, or as their own separate opportunity. This is where you will find all the opportunities for this company.
 {{ :company_opportunity_list.png?nolink&800 |}}
@@ Line 77: / Line 77: @@
 To Edit an opportunity, click on the pencil icon next to an opportunity record and it will open up the opportunity edit window, where you can edit all the details for that opportunity.
+For more details on how the opportunities work, please see the [[opportunities|opportunities page.]]
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