Deals & Quotes
Opportunities list
Search and open opportunities from the table view.
Opportunities at https://repdesk.io/opportunities is a table of deals—usually both open and closed—so you can search, sort, and open a record without using the stage board. It pairs with Pipeline (Kanban / tiles): use Pipeline for stage-based work and Opportunities when you want a flat list or a specific filter.
(Screenshot — add later: Opportunities grid with search and status column.)
Search#
Type in the search box; the list typically updates as you type (debounced) so the server is not overloaded.
Use narrow terms (company name, deal name, owner) if the result set is large—very broad queries may hit limits for performance.
If you need stage columns and drag between stages, switch to Pipeline.
Open a deal#
Click the deal name or row to open the detail view (exact control depends on your grid).
On the detail page you can usually edit fields (when your role allows), see history or activity, and jump to related quotes or other records if your org exposes those links.
Status badges#
Rows often show Open, Won, or Lost (or your org’s equivalent). Use filters or saved views to show only open deals, only closed deals for a quarter, etc.—see Filtering & saved views.
(Screenshot — add later: Row with Open/Won/Lost badge and link into detail.)
Tips for reps and managers#
Reps: Bookmark a saved view for “My open opportunities” if your admin shared one.
Managers: Combine Opportunities (audit the full list) with Pipeline (coach movement by stage).