View and manage opportunities

With Upscale, you can maintain details of all the opportunities you are exploring.
Written by Upscale
Updated 1 year ago

There is a separate space for storing all the information related to a particular opportunity identified in Upscale. Check any of the following information by simply clicking on the name of the opportunity in the opportunities section:

About - View basic information relating to name, expected amount, close date, stage, owner, and tags of the opportunity here. 

Prospects - View all prospects related to the opportunity.

Notes - Make any additional notes for future reference.

You can manage and edit any of the information by simply editing the information and clicking on Save.

Related Articles

  1. Edit opportunity information
  2. Create an opportunity
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