How to preview Opportunites in a different view

Act! Essentials allows you to view your open Opportunities in multiple views.

1. To view your Opportunities click the Opportunities icon from the left menu

2. After the Opportunities load click the four square box icon from the top right corner

3. You can now see your open Opportunities and the different stages they are currently in

4. You can move an Opportunity to a other stages by clicking on it and dragging it to the new stage needed

5. After the Opportunity has been moved the lead stage at the top will change numerically to reflect the total number of Opportunities in that stage as well as the total currency amount related all Opportunities in that stage

 

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