Viewing our opportunity history. To do so, come to your left hand navigation menu, scroll under reports and select opportunity history. Here you’ll be able to find all of your incoming opportunities from that very first form submission or a phone call. The beautiful thing about opportunity history is it’s holding everything from that very, very first phone call or form submission so we can see how many calls we got on a specific day. If I scroll down here, you’ll see I have 11 pages of forms and phone calls. Every single one of these I can do additional information on. To do so, select this carrot here. On the right hand side of each row I’ll be able to see the name, the phone number that was added as well as the message she added on the form submission. You’ll notice these little envelopes here mean form submissions and the phone calls mean exactly that.
A phone call. If you want to view all of the details on every single form and phone call, click on show all details on the right hand side. Now we are able to view all of the details for each incoming opportunity. We can see Mariah Carey’s name here. If you see a phone number or an email address here, it means they have not been moved over from and coming opportunities yet. Once we connect or convert them to a contact profile through incoming opportunities, then their name will now appear here definitely, and that forms submission or phone call. We’ll of course be held in that individual’s contact profile. We can also use this search field to search for any phone calls or forums that have been submitted. Even if they have been connected to a contact profile, they will still populate here for us. We’ll would just type in their information here, whether it’s an email or a phone number. Then select search. Then your results will appear here and that’s how we view and utilize our opportunity history.