Viewing and Creating Opportunities
When logged in, navigate to the coach menu. Under the coach menu, go to Opportunities sub-tab under the Content tab.
Viewing Opportunities in the Opportunities Screen
In the Opportunities screen, there are options to view opportunities grouped by advisor, list view, or summary view.
To view opportunities grouped by advisor in detail, click on the forward arrow on the advisor line to expand, then click the opportunity name.
Managing Opportunities
Here, you can update the opportunity, set the status, add notes, add/create goals associated with the opportunity, and generate opportunity reports.
Download Opportunities
You can also download a csv for opportunities grouped by advisor/user.
In the list view, you can click on the opportunity name for details, to add notes, update, generate reports, and add goals.
Filtering Opportunities
Use the Summary view to filter opportunities by Access Key, status, & source. You can also use the global filter button to expand the filtering options.
To create an opportunity, navigate to the opportunities sub-tab under the content tab, while in your own workspace and click the +New Opportunity button to enter the details.
Managing Opportunities
After an opportunity is created, you can create new or preview existing goals associated with that opportunity. Notes can be added as well.