Tact Windows - Opportunities

Tact Windows allows us to create and edit opportunities.  Also, you can add task, and related contacts.

The process to check opportunities in the windows app:

1. Click on the hamburger icon and then you will see Opportunities listed there. It also appears as a Dollar sign just below contacts.
2. Once you click on Opportunities, you will see a list of opportunities.
3. Clicking on opportunity opens the details which allow you to modify the opportunity as needed.

Opportunity filter:

1. At the top right corner, there is a filter icon.
2. when you click on it, there are 3 filters available
   • Owned by me
   • Open
   • Closed

Edit an opportunity:

1. Click on any opportunity
2. You will see a pencil icon on the top
3. Click on it to edit the opportunity
4. Fill all the fields and click on Save 
5. Opportunity will sync to the salesforce

Add a task to an opportunity:

1. Click on the opportunity
2. You will see the option to Add a task or you can click on the 3 dots (More) at the top right 
3. Add the details and click Save.

Add a related contact to an opportunity:

1. Click on the opportunity
2. You will see the option to Add a related contact 
3. Select a contact from the list and click Save