Opportunities

1. Type: The name of your Opportunity Type can be entered here. The Opportunity Type name is an easy way to identify the type of work being stored within the Opportunity.
2. Notification Recipient(s): To ensure the appropriate people are always notified of the type of Opportunity you are creating, make sure to add them as a notification recipient. The assigned person on the Opportunity will also receive a notification once an Opportunity has been created.
3. Notes: Allows you to add any notes or a description of criteria for designating an Opportunity as this type.
4. Add Stage/Pick Status Color: Enables you to Add a new Stage for this Opportunity Type, as well as select the designated color for the Stage.
5. Stage Selection: Enables you to select available Stages to your Opportunity Type. Stages will be explained in more detail in the section below.
6. Stage: Identifies the Stages available for this Opportunity Type and the status color associated with the Stage.
7. Probability %: Allows you to set a Probability % for each Stage. With this data saved on the Opportunity Type level, this will automatically update when an Opportunity of this Type has its Stage changed.
8. Default Stage: Indicates the Default Stage. This green dot icon is used to identify which Stage is the default setting when creating an Opportunity of this type.
9. Visible on Board: Indicates whether this Stage will be visible in the Opportunity Board View. Toggle this on or off to set whether this Stage is visible on the Opportunity Board.
10. Delete: Deletes the Stage option from this Opportunity Type.
11. Reorder Stages: Allows you to reorganize or reorder the Stages. You can accomplish this by clicking on the double arrows icon and dragging/dropping the Stage to the desired position.
12. Custom Fields: Enables you to create Custom Fields for your Opportunity Type. To learn more about Custom Fields and how they can benefit your use of Striven, please review our Custom Fields Guide.

1. Add Stage: To create a new Opportunity Stage, click Add Stage. This will open a dialog window in which key information can be entered such as visibility to Customers and more.
2. Name: Lists out the names of the Opportunity Stages that have been created. Clicking on the hyperlinked name will allow you to edit the existing Stages as needed.
3. Rearrange: Enables you to rearrange the order of the Stages that have been created. This will allow you to choose which order your Stages should appear in the system, for example, in the drop-down menu when selecting the Stage on an Opportunity.
4. Visible on Portal Dashboard: Provides the option to make the Stage visible on the Customer Portal. This will allow your Contacts to stay up to date with Opportunities you are currently working on with them. When creating an Opportunity, you will be able to determine if you want the Opportunity to be visible on the Portal. If checked Yes, only Stages marked visible here will be available to view in the Striven Customer Portal.
5. Visible on Customer Dashboard: The Customer Dashboard has the option to display a widget for the Customer’s Opportunities. Deciding to not show closed Opportunities, for example, will allow you to show only active and open Opportunities on the Customer Dashboard. To learn more about the Customer Dashboard, review our Customer/Vendor Dashboards Guide. Setting a Stage to Yes for this option will also determine if the Stage will appear when viewing Opportunities in the Board View.

1. Name: The name of the Priority that will be displayed in the drop-down menu when creating or updating an Opportunity. 
2. Choose Color: Selecting a color to indicate the urgency of the Opportunity will specify to the Employee how quickly they should work on the Opportunity. For example, marking an emergency Priority as red would indicate to the Employee that it is urgent to work on this Opportunity first.
3. Is Default: Setting a Priority type as default will automatically assign that type to Opportunities as they are created for convenience.

1. Clicking on one of the side buttons on the top left of the Opportunity List will open the left side panel for either the search filters, follow-up dates, or Labels available to relate to an Opportunity in the list.
2. The center panel will display the list of Opportunities, either in the Opportunity Board view or the Follow-up view, depending on your preference, which can be selected by clicking on the switch view button noted in the example by the orange arrow (these options will be discussed in more detail below).
3. Clicking on one of the Opportunities in the list will open the right-side panel (noted in the above example by the blue arrow), which displays the Opportunity’s details.

1. Display Settings: Allows you to select the Default Type and the Display Fields that are available in this view. such as Follow-Up Date, Expected Close Date, Date Created, Last Contact Date, Estimated Value, Contact Information, etc. 
2. Display Options: Can include, but are not limited to, the Opportunity’s Stage, Type, Follow-Up Date, Expected Close Date, Date Created, Last Contact Date, Estimated Value, and relevant Contact Information. 
3. Opportunity Labels: Labels created specifically for use with Opportunities in Striven can be displayed on each Opportunity to show at a glance the status of or notation for the Opportunity. This is explained in more depth in the next section.
4. Assignees: The Profile Image of the Employee assigned to the Opportunity is shown and can assist you in quickly identifying Opportunities by their assignee. 

This example image to the right displays the different options you will see on the Opportunities Labels List. The first 2 options show the 2 kinds of Opportunity Labels, while the 3rd option shows where you can create a new Opportunity Label:

1. Public Labels: Available to all Striven users in your system to see and utilize.
   • Only Public Labels can be made visible on the Portal. This setting is displayed as a Blue Globe icon for Visible on Portal, or a Gray Globe icon for Not Visible on Portal.
     • Note: Only users with the necessary permissions included in their User Role will have the ability to change the Portal Visibility of Opportunity Labels.
2. Private Labels: Only available to the user who created them to view, use, or edit. Private Labels are identified with a lock symbol on the right side of the Label.
   • Note: If you wish to display a Private Label on the Customer/Vendor Portal, you would first need to make the Label Public by using the kebab menu and selecting Make Public. This will switch the Label from Private to Public, and allow it to be made visible on the Portal by clicking on the Gray Globe icon, turning it Blue. This will enable the Customer to view the Label when viewing the Opportunity in the Customer/Vendor Portal.
3. Enter New Label Name: Field to enter the name for a new Opportunity Label, select the Label color, and save the Label.
   • Note: By default, the new Label will be saved as Private, but you can click the kebab menu to select to make it a Public Label if desired.

Opportunity Labels may be archived if no longer in use, or deleted completely if so desired. To archive an Opportunity Label, click on the kebab menu (vertical three dots) next to the Label and choose Archive. While the archived Label will no longer show in the Labels List (unless the Show Archived box is toggled on), the Label will still be displayed on Opportunities it was assigned to. Archiving Labels can also be reversed by viewing the Archived Labels and selecting Unarchive from the kebab menu on the Label you wish to unarchive. If you no longer have any use for a Label, you may delete the Label which will remove it completely from both the Labels List, and any Opportunities it was assigned to.

1. Actions: Allows you to create other entities that will be linked to the Opportunity. These entities include Tasks, Orders, Projects, and Appointments. You can also add a Label to your Opportunity from this menu.
2. Buttons: Each button here has a different function as described below:
   • Share: Provides a sharable link to the Opportunity.
   • Refresh: Refreshes the Opportunity to update to the latest information.
   • Attachments: Allows you to attach documents to the Opportunity. These attachments will be downloadable to the Contact in the Customer Portal if you have selected for the Opportunity to be Visible on Portal.
   • Linked To: Links entities created from the Opportunity or if the Opportunity was created from another entity, such as a Task or Order.
   • Audit Log: Tracks changes made to the Opportunity. The audit log will display a date and time stamp for each change made.
   • Discussions: Here you can send and track Discussions sent to and from the Opportunity. Beginning a Discussion thread from Striven will allow for replies to the Discussion via email to be forwarded and stored in the Discussion thread as replies in your Striven system.
   • Hub: Allows you to quickly access the Opportunities Hub where you can easily review any documentation that you have added to the Opportunity.
3. Sales Info: Allows you to enter information regarding the Opportunity. Important information is included here such as:
   • Stage: Includes Open, Contacted, Needs Quote, Quoted, Sold, Lost, and Canceled statuses. Stages are customizable to fit your Company’s needs. It is recommended to review your Opportunity Stages before you begin utilizing Opportunities in Striven.
   • Estimated Value: Allows you to enter how much you expect the final sale to be once the Opportunity has been moved forward in the sales process.
   • Probability %: The likelihood of the Opportunity becoming a sale.
   • Follow Up Date: You can use the Calendar icon to choose when to follow up.
   • Expected Close Date: You can use the Calendar icon to select a close date.
   • Category: Allows you to categorize your Opportunities. You can select a Category by choosing from the drop-down menu or by using the Quick Add icon when hovering over the field.