Capture opportunity progress with ease, with our updated Log Progress Module. The Log Progress Module can be found on the single opportunity view for Intelligence Reports and Indicator Feeds
On the single opportunity view for any intelligence report or Indicator Feed opportunity, you will our updated Log Progress Module on the right hand side.
Upon clicking “Log Progress” you will see a simplified experience to enable you and your team to better log the progress of an opportunity
Within this updated modal, you will see a field for the activity type, a date and the ability to add a description
The activity types have now been simplified to support the following 5 options:
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Made Contact
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Meeting
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Sent to Rep / Distributor
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Disqualify
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Other
In addition to being able to select an action type, you have the ability to add a date and a note / description to your update. Upon clicking submit, your update will appear on the single opportunity view.
To edit your update, simply click “edit”. An edit modal will display, modify your input and click save
