The best way you can keep your Trail CRM tidy is by ensuring open opportunities are closed off as soon as certain criteria is met 👍 Here's how to close off any KiwiSaver opportunities that you might still have open!

There are different ways to complete or close off an open Kiwisaver Opportunity -

To learn more about when you should win/lose/archive an Opportunity, click here!

An important part to know about how opportunities work in Trail is that you may always re-open them. This is to help save you some time if you accidentally close an opportunity or if another situation arises where you'll need to keep it open.

Click the Win button from the Opportunity Summary page, seen here:

Then select whether or not the client will continue with their previous scheme or transfer to a new one:

NOTE: When you select a new KiwiSaver scheme, this will replace your client's current existing KiwiSaver product. This is to ensure the correct details are captured on your clients profile.

You'll then see this reflected on your client's profile timeline:

While you may always re-open an opportunity, certain actions that are completed at the time of Winning an opportunity are permanent changes. So if you win an opportunity and replace a client's KiwiSaver product, this will not revert upon re-opening the opportunity.

Click the Lose button from the Opportunity Summary page, seen here:

Then a small pop-up will appear for you to detail out why the opportunity was lost:

You'll then see this reflected on your client's profile timeline:

Click the Archive button from the Opportunity Summary page, seen here:

You'll then see this reflected on your client's profile timeline: