Symbient Opta User Documentation
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Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
Create Received Payments Add Items to Received Payments Create Deposits from Received Payments Create Received Payment PDFs Search Received Payments
Create Deposits Create Deposit PDFs Search Deposits
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Pay Bills
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Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
Create Customers Custom Fields Delete Customers Search Customers Contacts for Customers
Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
Create Quotes Add Items to Quotes Delete Quotes Search Quotes
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Schedule and View Events Add Notes or Attachments to an Event View Calendars for Colleagues Third Party Calendars
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Create Personal Notes
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Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
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Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
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Create Milestones Add Tasks to Milestones Add Notes to Milestones
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Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

Customer Deals Dashboard

Prerequisites: Create Deal Stages
Create Customer Deals
 Alternatives: None See Also: None


  1. Log into Symbient Opta and click on the menu options: CRM > Deal Dashboard.
  2. Dashboard is interactive to change the stage of the Customer Deal
    1. Drag and Drop the Customer Deal to the desired Deal Stage.
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