Weaver E10 Online User Manual
  • Overview
  • Basics
    • Account
      • Login using Username (PC / Webpage)
      • Login using QR Code
      • Changing Account Password
      • Resetting Account Password (Admin)
  • Organizational / Team Structure
    • Teams
    • Position
    • Personnel
    • Following Users
    • Viewing Personal Profile
    • Changing Profile Avatar
    • Customizing Fields for Personnel Profiles (Admin)
    • Enable Divisions in the Organization Structure
    • Methods for Adding Personnel
    • Enabling Security Level Settings
    • Personnel Duplication Check Setting
    • Setting Department Abbreviations and Icons
  • Permission Center
    • Role Settings
    • Permission Settings of Related Items
    • Permission Adjustment
    • Permission Settings
    • Permission Decentralization Management
    • Organizational Application Permission Decentralization Settings
  • Work Message
    • Private Conversation
    • Group Conversation
    • Session List
    • Pinning Conversations
    • Inviting Users to Join Existing Groups
    • Group Management Settings
    • System Notifications
    • Marking Conversations as Read
    • Chat Message Content Browsing
    • Muting Conversations
    • Reply to Previous Messages
    • Recall Messages
    • Saving Attachments from IM to DMS
    • Sending Attachments through IM
    • Custom System Message Category (Admin)
  • Global Search
  • Work Schedule
    • Viewing Personal Schedules
    • Creating Personal Schedules
    • Editing / Deleting Existing Schedules
    • Periodic Schedules / Repeating Schedules
    • Querying Schedules
    • Schedules Overview
    • Schedule Receipts
    • Displaying Multiple Schedules / Tasks
    • Permission Settings for Schedules
    • Synchronizing Schedules / Contact Reminders / Tasks to 3rd Party Calendar Applications
    • Administrator Settings for Schedules
      • Application Settings
      • Participant Range Settings
      • Default Personnel
      • Associated Form Settings
      • Schedule Types and Priority Level Types
  • Task Collaboration
    • Viewing Personal Tasks
    • Creating Personal Tasks
    • Batch Importing Tasks
    • Sub Tasks
    • Completion Progress Status
    • Task Types
    • Following Tasks
    • Task Reminders
    • Periodic Task (Cyclic Creation)
    • Sharing Tasks with IM
  • Task Collaboration 2
    • Task Menu
    • Sub Tasks
    • Creating Tasks
    • Task View
    • Working Hours Settings
    • Importing Tasks
    • Task Cards
      • Locking Tasks to Prevent Changes
      • Periodic Creation
      • Predecessor Tasks
      • Successor Tasks
    • Searching Tasks
    • Task Permissions
    • Following Tasks
    • Task Comments
    • Task Statistics
    • Recycle Bin
  • To-Do
    • Introduction
    • Creating To-Dos from Different Modules
    • Personal Notes / To-Do
    • Process Later
    • Settings
  • Document Management System (DMS)
    • Overall Introduction
    • Document Directory Tree
    • Document Information Page
      • Create Documents
      • Deleting Documents
      • Searching for Documents
      • Basic Operations
      • Sharing Documents
      • Document Sharers
      • Document Properties / Details Page
  • Attendance *
    • Basic Operations for Normal Users
    • Basic Operations for Administrators
    • Front End Operations
      • Attendance Punch In/Out
      • Field Service Attendance
      • Attendance Appeal
      • Abnormal Attendance and Appeal Process
      • Attendance Statistics
        • Daily Statistics
        • Attendance Summary
      • Working Hours
      • Original Punching In/Out Records
      • My Field Service
      • Leave Statistical Report
    • Back End Operations
      • Attendance Settings
        • Attendance Rule Settings
        • Attendance Rule Maintainer
        • Basic Settings
        • Holiday Settings
        • Advanced Settings
      • Associate Workflow Settings
      • Leave Type Settings
      • Leave Detail Settings
      • Leave Rules Settings
      • Leave Balance Settings
      • Attendance Report Sharing
      • External Attendance Data Source Integration - Sync Settings
      • External Attendance Data Source Integration - Data Import
      • Attendance Machine Integration
    • Usage Scenario
  • CRM *
    • SCRM
      • Front End Usage
      • Backend Management
    • Customer Management
      • Front End Usage
      • Backend Management
    • Contact Person Management
      • New Contact Person
      • Contact List
    • Market Campaign Management
      • New Market Campaign
      • All Market Campaign
      • My Campaign
      • Campaigns Followed by Me
      • Customize Left Side Menu
      • Feedback and Comments
      • Recycle Bin
      • Backend Settings
        • Basic Settings
        • Options Settings
        • Cards Settings
        • Module Linkage Settings
    • Leads Library
      • New Leads
      • My Leads
      • My Followed Leads
      • My Subordinate's Leads
      • All of My Leads
      • Customize Left Side Menu
      • Leads Pool
      • Leads Settings
      • Recycle Bin
    • Business Opportunities
      • New Business Opportunity
      • My Business Opportunities
      • My Followed Business Opportunities
      • Business Opportunities Shared to Me
      • My Subordinates' Business Opportunities
      • Recently Assigned Business Opportunities
      • All of My Business Opportunities
      • Customize Left Side Menu
      • Business Oppurtunites Pending Approval
      • Business Opportunities Feedback
      • Statistics Report
      • Contact Reminder
      • Alert Reports
      • Business Opportunities Settings
        • Basic Settings
        • Options Settings
        • Card Settings
        • Permission Settings
        • Sales Process Settings
        • Field Permission Settings
        • Workflow Approval Settings
        • Statistics Report Settings
        • Alert Settings
        • Contact Reminder Settings
        • Module Linkage Settings
        • Print Settings
        • Contract Conversion Mapping Rules
        • Associated Permission Passing Settings
    • Products Management *
    • Competitors Management
    • Price Management
    • Quotes Management
    • Capital Management
    • CRM Business Scenarios
  • Daily Work Report
    • Introduction
    • Front End Operations
      • Basic Operations
      • Setting up Home Page Widget for Daily Report
      • Reading Daily Reports by Other Users
      • Daily Reports Statistics
      • Statistical Report
    • Backend Maintenance
      • Function Settings
      • Basic Settings
      • Sharing Permissions Settings
      • Template Settings
      • Reminder Settings
      • Other Settings
  • Portal Settings
  • Projects
    • Setting Up
    • New Project
    • Project Cards
    • Project Menu
    • Mind Map
    • Gantt Chart
    • Projects Pending Approval
    • Team Project Template
    • Project Cloud Template
    • Project Statistics
    • Project Settings
    • Recycle Bin
    • Sample Use Scenario
  • Integration Center
    • Unified Approval Push Function
  • Unified Approval Center Integration
    • Page 5
  • System Security
    • Sensitive Words
    • Sensitive Word List
    • Disabling Screen Capture for Mobile Clients
  • Workflows
    • 1 Workflow Module Introduction
    • 2 Create new workflow
    • 3 Form Designer
    • 4 Workflow Designer
    • 5 Initial a new request
    • 6 Statitic Report
    • 7 Practice
    • 8 Personal Setting
    • 9 System Settings
  • Google Maps API Integration
  • Miscellaneous
    • Open API
      • Creating New Department
    • User Client Settings
  • e-builder
    • Field Correlation
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  1. CRM *

Business Opportunities

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Last updated 1 year ago

New Business Opportunity
My Business Opportunities
My Followed Business Opportunities
Business Opportunities Shared to Me
My Subordinates' Business Opportunities
Recently Assigned Business Opportunities
All of My Business Opportunities
Customize Left Side Menu
Business Oppurtunites Pending Approval
Business Opportunities Feedback
Statistics Report
Contact Reminder
Alert Reports
Business Opportunities Settings