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SOLUTIONS by sharemundo

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4
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5
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Administration server

34
  • Administration server dashboard
  • Connections - Introduction
  • Get an overview of my company's connections
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Processes common to all sharemundo links solutions

107
  • Company management module - Introduction
  • Company dashboard - Introduction
  • Company dashboard - sharemundo links® "Core"
  • Company dashboard - sharemundo links® "Enterprise"
  • How do I navigate in my sharemundo links® solution?
  • Update my company profile
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  • Corporate actions - Introduction
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  • Create a new company action item
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  • Corporate chat - Introduction
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  • Time registration - Introduction
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  • Record expenses - Introduction
  • Get an overview of my employees' expense reports
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  • Billing - Introduction
  • Get an overview of my company's invoices
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  • Resources - Introduction
  • Get an overview of my employees' absences
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  • Opportunities and Offers - Introduction
  • Get an overview of my company's opportunities and offers
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  • Converting an opportunity into an offer
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  • Add a new event to my company calendar
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  • Configurations (Enterprise) - Introduction
  • Modify my company's configurations
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Processes specific to sharemundo links "Enterprise" solutions

54
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Create a new project
  • Modifying an existing project
  • Modify project status
  • Add people to my project team (existing sharemundo links® connection)
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  • Opportunities and Offers - Introduction
  • Convert an offer into a project
  • Project actions - Introduction
  • Create a new project action
  • Project chat - Introduction
  • Participate in a discussion with the entire project team
  • Project document management - Introduction
  • Get an overview of my project documents
  • Time registration - Introduction
  • Enter my hours (project)
  • Record expenses - Introduction
  • Record an expense claim (project)
  • Billing - Introduction
  • Create a new invoice (project)
  • Item evaluations - Introduction
  • Add a photo to the 'Element evaluation' module
  • Add a note in the 'Element evaluation' module
  • Add a sketch in the 'Element evaluation' module
  • Add an audio recording in the 'Element evaluation' module
  • Add a document in the 'Element evaluation' module
  • View an element / object ('Element evaluation' module)
  • Modify element/object properties ('Element evaluation' module)
  • Delete an element / object ('Element evaluation' module)
  • Project phase and schedule management - Introduction
  • Get an overview of project phases and their status
  • Get an overview of the project jâlons
  • Add a project phase
  • View project phase details
  • Modify a project phase
  • Closing a project phase
  • Delete a project phase
  • Add a project link
  • Modifying a project level
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  • Duplicating a project phase
  • Site reports - Introduction
  • Get an overview of all site reports (for a given project)
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  • View a site report
  • Modify a site report
  • Delete a job report
  • Send a site report
  • Print a job report
  • (Project) Configuration - Introduction
  • Modify project configurations
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Processes specific to sharemundo links "Energy Consultant Solution".

1
  • Financing - Introduction
  • Home
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  • Processes common to all sharemundo links solutions
  • Edit an opportunity or an offer

Temps de lecture: < 1 min

Edit an opportunity or an offer

This feature is common to all sharemundo links® solutions.

Note This section is only accessible to the company administrator and users with administrative rights (administrator users).

Step 1: Go to the 'Opportunities and Offers' section from the navigation menu.

Note Although the screenshots below concern the closing of an opportunity, the process is exactly the same whether you wish to edit an offer or an opportunity.

Step 2: Click on 'View/Edit' in the action menu of the opportunity or offer you wish to edit.

Note: this menu is in the last column of the table (far right).

Step 3: Modify the necessary fields and click on 'Submit'.

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