Opportunities let your Account Executives focus on what they do best - sell!
How to add or edit Stages
In upgraded Planhat (ws.planhat.com), Opportunity Sales Stages are considered a specialist type of field on the Opportunity model, so they are edited via the "Data" Global Tool, as pictured below.
Viewing and creating Opportunities
There are a number of different places you can view Opportunities and add new ones.
If you want to view Opportunities associated with a specific Company, you can view them on its Full-Page Profile, in the "Opportunities" tab, as shown below. You can create Opportunities directly from here.
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As with other models, you can also view and create Opportunities in Data Explorer and Pages such as Data Tables.
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It can be particularly useful to view Opportunities in a Grouped List Page (e.g. grouped by Sales Stage) ...
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... or a Board Page:
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You can even drag and drop Opportunities between columns in a Board to change their properties - e.g. to change their Stage as in the example screenshot above.
If you open up an Opportunity, you can view its Preview - an example is pictured below.
As with Previews of other models, you can customize their layouts in the "Data" Global Tool, as described here.