What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

What is the Message Log?

The message log shows system-generated status messages that let you know if your changes in Equilibrium were successful.
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

What is the difference between a Job & Opportunity?

An Opportunity is a Job that has not been “won” yet.  It is an Opportunity to win business, and all Jobs start as Opportunities.  It normally represents the property or location where the products will be going and the work will be done. ...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

How do I report an issue with Equilibrium?

If you discover an issue with Equilibrium, please complete the following steps to ensure the fastest resolution: Click Help in the upper right-hand corner Under “Email support”, click on Open a new ticket Send us a brief email describing the issue you...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Equilibrium Navigation Tip

No matter where you are in Equilibrium or what you’re doing, you can click on the Equilibrium logo in the upper left-hand corner of the screen to get back to your home dashboard.  This is very helpful for salespeople who want to quickly check their...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Manipulating List Views

Throughout Equilibrium, you will find several different lists containing potentially pages and pages of data (the longer you use Equilibrium, the more data you’ll accumulate).  We present the data to you in a basic format that we feel may be helpful. ...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Searching with the Sidekick

Sidekick Search can find almost anything you can work on in the system, such as lead & customer names, quote names or numbers, and much more.  It’s as simple as putting your cursor in the search box and starting to type!  Equilibrium conducts an...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Remember to Save Your Work!

Every time you enter information in Equilibrium’s quotes and/or opportunities, you should save your work by clicking Save or Save & View in the lower right-hand corner.  Save enables you to save what you have entered while continuing to enter more...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Rearranging Your Dashboard

You can drag and drop your dashboard widgets to rearrange them in a way that makes sense to you.  We recommend that you move your “My Recent Tasks” and “My Appointments” Widgets to the top of your dashboard.  This keeps them within view so you don’t miss any...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Managing Dashboard Widgets

Dashboard widgets can be hidden or closed by using the icons in the upper right-hand corner of the widget. Hidden widgets can be made visible again by clicking on the small triangle icon. Widgets that have been closed can be placed back on your dashboard by going to...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Get More from Your Dashboard Charts and Graphs

You can click on a “slice of the pie” on dashboard charts to expand that slice.  You can also hover over any of the graphics to get a better description of what it represents.  Use the drop-down lists at the top of each widget to change the data...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Understanding Permissions in Equilibrium

Dashboards and some items are only visible if you have permission.  Another area affected by permissions is the calendar/scheduling function.  Anyone can view the calendar, but you must have specific permission to actually schedule events for jobs. ...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Many Drop-Down Menus are Customizable

Your Administrator is able to add, change, or delete options for many of the drop-down selections.  This includes lead sources, customer types, job types, tax options, and so many more!
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Restoring the [Hidden] Sidekick

Once the Sidekick has been hidden, click on any part of the bar other than the >> icon to use the auto-hide feature.  This auto-hide feature gives you access to the sidekick without reformatting the page.  You can make a selection from the sidekick,...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Why can’t I see the “Management Dashboard”?

Your login may not have been created with permission to see the Management Dashboard.  If you have permission to see the Management Dashboard, you can view it by clicking on Dashboard > Management Dashboard. You can also set the Management Dashboard to be your...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?

Understanding Appointments and Tasks

The Appointments and Tasks widgets on your dashboard specifically show items dated for Today, Tomorrow and Overdue within the last 30 days.  To view all of your Tasks and Appointments, click on View All in the Tasks widget.  If you are not already viewing...