Cirrus 2
Step 1.
Select "Add new" in the top and click "New Opportunity".
Step 2.
Search for the company your deal is connected to, choose the right contact and name your deal.
Step 3.
Fill in all the info you have about the deal so far. For example, value, source, date of decision, probability etc. And then save!
Step 4.
If there is no Activity linked to the opportunity, you can under the Activity tab click on Show Unrelated to find all your activities with the account and link the appropriate one.
Step 5.
To move your opportunity to the next phase in your pipeline, simply drag n drop it.🚀
Cirrus 1
Step 1.
Look up the company you want to create an opportunity with, select "Add new" and then "New Sales Project". The button for add new can be found in the top menu (+) or to the right in the account view.
Step 2.
Fill in all the info you have about the deal so far. For example, value, source, date of decision, probability etc. And then save!
Step 3.
To move your opportunity to the next phase in your pipeline, simply drag n drop it.🚀