Navigating the All Opportunities View

You may find all the opportunities delivered to your team here.

The All Opportunities View visualizes all the opportunities that have been delivered to you and your team, across all reports. If you are unsure how to get to this section, take a look at this article.

Below shows a list of the features/information found in the All Opportunities View: 

1. Fast Feedback Features

2. Report Date

3. Status - The status tells you whether the opportunity is new or if it is an update to an existing opportunity delivered previously.

4. State - State or Province

5. Opportunity Owner - The name of the City, Town or Utility where the opportunity is located. 

6. Indicators

7. Summary - Shows a summary of the opportunity.

8. Download CSV - This button allows you to download all the opportunities delivered to you as a CSV file, which allows you to add the opportunities to your CRM. 

Having challenges viewing this page, or have feedback to share? Contact your Customer Success Manager or reach out to us at help@citylitics.com