My Activity Management
The ‘My Activity’ option under the Sales menu can be used to organize all activities done by the user in a single platform.
You can view the data in List, Kanban, Pivot, Graphical, and Calendar views. The list includes all important details about an opportunity such as the title of opportunity, Contact Name, Email, Phone, Company, Next Activity, My Deadline, Expected Revenue, Expected MRP, and Stage of the opportunity.
Clicking on the ‘Create’ button will direct you to a platform to add details about a new opportunity as shown in the image below.
If the newly created opportunity is qualified to become a quotation, you can change the opportunity into a new quotation by clicking on the ‘New Quotation’ after marking it as Won. If the Opportunity has failed to become a quotation, then you can mark it as Lost.