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Adding an Opportunity to Trail
Adding an Opportunity to Trail

Creating a new opportunity for a client!

Angel Chessum avatar
Written by Angel Chessum
Updated over a week ago

Opportunities are another central feature to Trail - they help you to track an advice or servicing process from start to finish, with a client. This is managed on your Pipeline.

On a Profile, there can be multiple Opportunities active at any given time, relating to the Contacts involved, as you may have more than one process you're engaging in.
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A key thing to note is that each Opportunity allows for one application/ SOA or represents a servicing process for each product.

In this article you will learn:

  • Where to create a new Opportunity from

  • Step by step options for adding a new Opportunity

Note: If you would like to create a Contact/ Profile without creating an Opportunity, read this article.

Where to Add a New Opportunity

  1. From your Pipeline (as per the steps below)
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  2. Or from the Client's Profile page.
    For step 1, click here on the existing Client Profile (then follow same steps as below)

Adding a New Opportunity

1. Go to your Pipeline and click the 'Create Opportunity' button on the top left corner of the screen

2. Select if the Opportunity is for a new Contact (person or company), or an Existing Contact you have on Trail

2a. If selecting 'Existing Contact', search for the Contact in your Trail database

2b. If selecting 'New Contact', enter the Contact's details and press 'Next'

3. Add in the Opportunity details

Opportunity Owner
If you are on an Assistant account in Trail, you will need to select a "Submitting Adviser" who is the Adviser responsible for this opportunity.

Pipeline

If you aren't sure which Pipeline to put the Opportunity in, click here to find out.  

Opportunity Type

Choose the option that represents the situation best

Client Information Gathering Process

This determines what kind of Fact Find you can send them.

  • It could be a Fact Find Only so that you can check the client's Fact Find before asking for the next bit of information e.g. Document request or further Needs Analaysis.

  • OR it could be a Fact Find + Document Request (for mortgage advice) or Fact Find + Needs Analysis (for insurance advice) to allow your client to give more information.

4. Decide how you would like to proceed with this opportunity

4a. If you click "Send Fact Find Link"

You'll be able to edit this email to further personalize it for your specific client. If you have set up your default email templates in your Settings, they will pull through to this email.

  • You can CC yourself into this email to get a copy of this - just click the "CC" next to the client's email. (Set up your default email templates if you want this always to happen.)

  • Clicking 'cancel' will cancel the email being sent, but not the Opportunity being created.

  • Clicking 'send' will then fire this email out!

Note: If editing an email, be careful that you don't remove the 'Click Here' link, as this is how the client accesses the Client Portal to fill out their fact find.

4b. If you click "View Client Profile"

This will take you into the new Profile (with new contact) when you create a opportunity from the pipeline for a new client.

You can also search for the client in the Search Bar:

What's next?

Learn more about the rest of the process for:

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