Creating Opportunities from Views
A key benefit of Xeppo is the ability to build Views which target specific Groups or Clients. From these custom Views you may then wish to turn all or some into Opportunities.
This is easily achieved by accessing any View in the Xeppo environment and then clicking on "Actions", "Create Opportunity"; you will be prompted to enter the Opportunity details. The system will then create an Opportunity record for each row selected.
Demonstration
This video shows an example where we open a saved view of what we consider to be SMSF Opportunities and wish to create Opportunity records.
[no audio]
Comments
Article is closed for comments.