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