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Opportunities
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
To Dos
FAQ: To Dos
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Back to home
ConstructionOnline Knowledge Base
Opportunities
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
To Dos
FAQ: To Dos
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Opportunities
Overview: What are Opportunities?
Opportunity Workflow
Create an Opportunity
Set Opportunity Numbering Settings
Add Files to an Opportunity
Add an Estimate to an Opportunity
Create a Proposal for an Opportunity
Add Selections to an Opportunity
Filter Opportunities
Lock Opportunity Filters
Convert an Opportunity to a Project
Create an Opportunities Report
Duplicate an Opportunity
FAQ: Opportunities
What is an Opportunity?
What is the difference between a Lead and an Opportunity?
How many Opportunities can I have?
How do I manage my Estimate, Files, Photos, etc. for an Opportunity?
Can an Opportunity have more than one Estimate?
Can I add a Schedule to an Opportunity?
Can I create an Opportunity template?
Where can I find the Opportunity Templates?
Can I convert a Project back to an Opportunity?
I converted the wrong Opportunity to a Project. What should I do?
Can my Opportunity Numbers automatically convert to Project Numbers?
Can I customize the "Between the Owner" details that appear on my Opportunity Proposal?
I accidentally deleted an Opportunity. What should I do?
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