Note: Opportunities in Sherpa cannot be edited in the mobile app. They must be edited in the main program.
This section provides a list of all open Opportunities. It is displayed in three columns; the Project Close Date, Name, and Expected Value. Tap an opportunity display its details.
An Opportunity can display these fields.
- Opportunity Name - The display name of the Opportunity
- Account - This is the Account which this Opportunity is for
- Amount - An expected value of the Opportunity
- Close Probability - To track the likelihood of converting this Opportunity to a Sale
- Sales Stage - To track the Opportunity's position in the sales pipeline
- Projected Close - The date the Opportunity is expected to close
- Next Action - This list is set in the main program
- Event Source - This list is set in the main program
- Additional Fields - As set by your program administrator
Click the pencil icon to edit an opportunity.