ca056dfb27
* user guide * user guide additions * light mode images added * minor edits * Delete packages/twenty-server/.local-storage/attachment/bd373039-67f7-4da3-ac86-3710d0b8c70d.svg * Optimize image size --------- Co-authored-by: Félix Malfait <felix@twenty.com> Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
50 lines
3.5 KiB
Plaintext
50 lines
3.5 KiB
Plaintext
---
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title: Opportunities
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sidebar_position: 1
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sidebar_custom_props:
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icon: TbTargetArrow
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---
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import ThemedImage from '@theme/ThemedImage';
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All opportunities are presented in a Kanban board, where each column represents the stage of your workflow and each card represents a record. For each card, you can list the amount, close date, probability, and the point of contact. You can also move each card between stages as it goes through your workflow.
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<ThemedImage sources={{light: "/img/user-guide/all-opportunities-light.png", dark:"/img/user-guide/all-opportunities-dark.png"}} style={{width:'100%', maxWidth:'800px'}}/>
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## Add and delete stages
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You can add as many stages as you'd like to perfectly capture your entire workflow. To add a new stage, click on <b>Options</b> on the top right, choose <b>Stages</b>, and then click on `+ Add stage`. Name your stage and hit `Enter` to create it. Click on the name of the stage and then on on edit to change the stage's name and color.
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To delete a stage, click on the stage name or on the `⋮` icon that appears when you hover over a stage. Click on edit to open the menu and click on <b>Delete</b> at the bottom to permanently delete a stage.
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## Filter, update, and sort views
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It's easy to add filters and update your view to focus on only the most important things. To add a filter:
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- Click <b>Filter</b> on the top right of the opportunities board and select the field you want to filter by (Amount, Close date, Company, Creation Date, Person, Pipeline Step, and Point of Contact).
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- Select the filter's condition (is/is not, greater than/lesser than) and then choose the value of the field you want to filter by.
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- You can either create a new view or update your current view with the filter in place.
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- You can also add another filter by following the same steps or clicking on the `+ Add filter` button on top of the columns.
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- To remove a filter condition, simply click on the <b>X</b> next to the attribute you used to filter the records.
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<ThemedImage sources={{light: "/img/user-guide/filter-opportunities-light.png", dark:"/img/user-guide/filter-opportunities-dark.png"}} style={{width:'100%', maxWidth:'800px'}}/>
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<br/>
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You can also sort your records by Close date, Creation date, and Probability. To do so:
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- Click on <b>Sort</b> on the top right.
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- Choose Ascending or Descending, and then the field you want to sort the records by.
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- You can then update your view or create a new one with the sort filter in place.
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## Display fields
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You can configure your kanban board to display some fields and hide others. By default, the Amount, Close date, Probability, and Point of Contact are all visible. To hide a field, click on <b>Options</b> on the top right, then on <b>Fields</b> to bring up the list of options. Hover over the field you want to hide to bring up the `-` button. Click on it to hide the field.
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You can also rearrange the order of fields by holding down the field name and dragging it to where you want it.
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<ThemedImage sources={{light: "/img/user-guide/display-fields-light.png", dark:"/img/user-guide/display-fields-dark.png"}} style={{width:'100%', maxWidth:'800px'}}/>
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<br/>
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You can also hide all the fields, and get an overview of all the opportunities at a glance. To do so, click on <b>Options</b> on the top right and turn on the toggle in front of the <b>Compact view</b> option.
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<ThemedImage sources={{light: "/img/user-guide/compact-opportunities-view-light.png", dark:"/img/user-guide/compact-opportunities-view-dark.png"}} style={{width:'100%', maxWidth:'800px'}}/> |