Document Management Software
  • Home
  • PinPoint
    • PinPoint Document Management
    • ARIE
    • Contact Management
    • Single Sign-On
    • Document Management Compliance
  • Solutions
    • Industries
    • Cloud Based Document Management
    • Self Hosted Document Management
    • Channel Partners
  • Pricing
  • About Us
  • Blog
  • Customer Portal
Free Trial
Save this page as a PDF

Opportunities

CM Opportunities allow you to organize your accounts to stay focused on achieving your end goal.

Give your opportunity a name and assign to a campaign, if you’d like. Complete your start date and end date, end date can be when you are aiming to complete the opportunity (i.e. close the sale). Assign to an account and a contact, add in the optional forecast percentage (how likely are they to complete a sale).

You can customize steps (i.e. tasks) by clicking the staircase icon next to your opportunity in the grid below. Step templates allow you to organize your steps in a task and keep you focused on moving through each step with each account.

If you choose to use a different step template or want to create custom steps for that account, click the staircase icon. Select the template you want to use, or complete the information below to add a new step. Continue adding until all the steps are there that you want for that account. Once you have completed that step, you can either click the checkbox for a simple complete, the green arrow for completed with success (which will alter your forecasted success percentage based on your defined intervals), or the red arrow for completed with failure (again, altering your forecasted success percentage). When the entire opportunity has been completed, click the completed checkbox in the Step window.

Begin by clicking Contact Management in the user menu on the left side of PinPoint, then click Opportunities.

Add Opportunity

  1. Click the Add Opportunity button.
  2. Enter the Opportunity Name.
  3. Select the Account you want the opportunity assigned to.
  4. Select the Start Date for the opportunity.
  5. Fill in any other information needed for the opportunity, then click Save.

Table of Contents

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents
  • Filing a Single Document
  • Filing Multiple Documents
  • ARIE Functions
Document Handling
  • Gallery View
  • Content Search
  • Folder Details
  • Reports
  • PDF Forms
  • HTML Forms
  • Merging Pages to Existing Documents
  • Managing Onboards
  • Document Retention
  • ARIE Requests
  • Variable Naming
  • Document Tags
  • Mail Merge Letters
  • Held Documents
  • My Shared Documents
  • Managing Shared Documents
  • MS Add-Ins
  • FX Functions
Workflow
  • Completing a Workflow
  • Managing Workflow
  • My Workflows
  • My Onboards
  • Supervisor Workflow
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • SmartScan
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Company Branding
  • Setup for Cabinet/Document Types
  • Slider Broadcast
  • Email Templates
  • SMTP Settings
  • Document/Folder Recovery
  • Administrative Logs
Dashboards
  • User Dashboards
  • Admin Dashboard
Contact Management
  • Accounts
  • Contacts
  • Campaigns
  • Opportunities
  • Reminders
  • Appointments
  • Email Templates
  • CM Documents
LMS
  • Manage Courses
  • My Courses
Desktop Application
  • Using the Desktop Application

PinPoint DMS

Industries

Pricing

About Us

Contact Us: sales@lsspdms.com

Privacy Policy

Cloud Based 

Self Hosted

Channel Partners

Customer Portal