Overview

Scalendo provides tools for managing opportunities by efficiently updating information throughout the sales process.

Table of Contents

• Step 1: Accessing the Opportunities Section
• Step 2: Locating the Opportunity to Edit
• Step 3: Opening the Opportunity Details Page
• Step 4: Adding Notes and Attachments
• Step 5: Setting Tasks and Reminders
• Step 7: Managing Opportunity Status

Step-by-Step Instructions

Step 1: Accessing the Opportunities Section

1. Log into your Scalendo account
2. Navigate to "Opportunities" from the sidebar menu

Step 2: Locating the Opportunity to Edit

1. Find the opportunity needing updates in the Opportunities section
2. Use search filters or browse the opportunity list
3. Click the opportunity name or title to open its details page

Step 3: Opening the Opportunity Details Page

Update relevant fields including:

• Contact name and information