User Tools

Site Tools


company

Differences

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

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
company [2023/06/22 12:11] – [Opportunities] timcompany [2024/05/07 13:25] (current) – external edit 127.0.0.1
Line 8: Line 8:
 ==== Company List View ==== ==== 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 |}} {{ :add_new.png?600 |}}
Line 68: Line 68:
 ==== Opportunities ==== ==== 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 |}} {{ :company_opportunity_list.png?nolink&800 |}}
company.1687435890.txt.gz · Last modified: by tim

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki