Managing Opportunities in OnCourse is easy.
The default Opportunities view is a Kanban board style drag and drop interface that lets you quickly view and update the status of your active opportunities.
Default Opportunities View
- Once you set the status of each opportunity they will be placed in respective categories.
- This page will also display:
- The prospective value of the deal
- The user that it is assigned to the deal
- The urgency of tasks associated with that account