In the CRM, opportunities are a crucial element of the sales pipeline, enabling salespeople to effectively track and manage the potential of each prospect. This article will guide you through the process of creating and editing opportunities within the Sales pipeline, ensuring that you can accurately monitor and capitalize on every potential sale. By understanding how to manage opportunities, you'll be better equipped to prioritize your efforts and drive successful outcomes in your sales process.
How to create opportunities from the pipeline board
Step 1: Go to Marketing Portal > CRM > Opportunities > Board
Step 2: Click Create opportunity.
Step 3: Select the ‘Account’ field and choose an account for the opportunity
click Next > Add Items.
Step 4: Check the boxes next to the products or packages you want to add and click Select to confirm.
Step 5: Click Next to continue.
Step 6: Add any additional sales information such as:
Pipeline
Stage
Expected close date
Type
Contract length
Step 7: Click Create to add the opportunity to your pipeline.
Access an Opportunity
Go to Marketing Portal > CRM > Opportunities > Board.
Alternatively, go to CRM > Companies > Company Name > Opportunities.
Click the opportunity you want to access.
The opportunity will open in a side panel for you to access or edit.
Edit an Opportunity
From an open opportunity, click into each section of the Opportunity info to edit.
Opportunity Fields:
Opportunity name
Expected close
Contract Length
Assignee
Subscribers
Pipeline
Stage
Type
In addition, salespeople can also click ‘Create order’ to automatically add the products in the opportunity to a new order for the account.