Utiliko Business Management Platform - Utiliko

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  1. PinOn click it will pin the opportunity and it is visible on the dashboard “ all pinned details”.
  2. EditOn click you can edit the opportunity.
  3. DeleteOn click it will delete the opportunity.
    1. Organization details Displays client/lead name, address and phone number
    2. Contact detailsDisplays contact person of client/lead, email id and phone number
    3. ParticipantsDisplay the avatar/images of participants assigned to the opportunity.
      On click of plus icon opens up a pop. From here you can update the participants. It has below options same as in form
    1. DetailsDisplays below details
    1. Opportunity Details It contains basic details of opportunity which are as follows
  1. CallThis tab has two options, one displays call list and the other is to create a new call.
  2. MeetingThis tab has two options, one displays Meeting list and the other is to create a new Meeting.
  3. CommentsThis section allows to add a new comment on top and below that is the list of comments added on the opportunity.
  4. Attachment Attachment tab shows Attachment list for the opportunity, opportunity can add new Attachment by click on the new Attachment tab
  5. Tasks This tab has two options, one displays tasks list and the other is to create a new task.
  6. DeadlineThis tab has two options, one displays Deadline list and the other is to create a new Deadline.
  7. EstimatesThis tab has two options, one displays estimate list and the other is to create a new estimate.
  8. MailsThis tab has two options, All Email Activities tab shows all the email made to the opportunity and the other is to view an email.
  9. ActivityThis tab displays activity list made to the opportunity.
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