The Opportunity Details Page
The Opportunity Details page brings together everything about a single opportunity you've reached out to in Pitchbox, including its communication history, contacts, and notes. From here you can review past conversations, update details, and send emails without leaving the page.
How to open the Opportunity Details page
There are several ways to reach the Opportunity Details page. These are the quickest.
From the search bar. Click the "Search opportunities or contacts" bar at the top of your screen, search for the opportunity you want, and select it from the results. You'll be taken straight to its Opportunity Details page.
From the Pipeline and Opportunity Search. While viewing opportunities in the Pipeline, click the "Details" button in the "Actions" column next to the opportunity you want to open.
From the Sent folder. In the Sent box, click the "Details" button next to any opportunity.
What you can do on the Opportunity Details page
- Edit Personalization Data and contact details. To update Personalization Data, click "Edit" next to that section. To update a contact, hover over the contact and click "Edit".
- Reply to a response. To reply to an opportunity, click "Reply" at the bottom of the most recent inbound message. If you don't see the Reply button, click the three dots to expand the message.
- Start a new thread or send a manual follow-up. In the "Contact Info" box, click the mail icon next to the contact you want to email. For more on follow-ups, see How do I send out a follow-up email template after my first attempt?