Home Portal

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License Agreement

The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Home Portal's users


 

Add Opportunity card

 

You can add new Opportunity in the Opportunities module.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Legend

Follow the legend below to find out how to configure settings appropriately in the Home Portal:

  • Required setting: This setting has to be filled to create the entity.

  • Required and unique setting: This setting has to be filled to create the entity, moreover, the content of this setting has to be one of a kind.

  • Auto-selected setting: If none of the options is selected, the system automatically selects the default or first in the list option.

  • Optional setting: This setting is not required to create an entity.

Opportunity Name field
Provide the name of the Opportunity in this field.
Client drop-down menu
From the drop-down menu select the client for whom the opportunity is prepared.
Add Opportunity button

When you provide the name for the opportunity and select the client, you can click the button to create the Opportunity and start editing its details.

Cancel buttonYou can click this button to discard any changes and go back to the Opportunities list.

 

 

 

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