Opportunities are pivotal in managing potential sales within your CRM. This step-by-step guide will walk you through the process of creating opportunities, enabling you to efficiently track contacts through the sales pipeline.
Accessing the Opportunities Section
1.Log in to your CRM.
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2.Navigate to the "Opportunities" section from the sidebar menu.
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Creating a New Opportunity
3. Once you're in the Opportunities section, click on the "+ Opportunity" button on the top right.
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4. Fill in the relevant details for the opportunity, such as the contact name / information, pipeline details and opportunity value.
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4.Optionally, you can add other values to this opportunity or make the opportunity owner a specific user or team member responsible for managing it.
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5.Click on "Create" and the opportunity will be created and will start showing in the Opportunities dashboard.
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Adding Details and Notes
You can click on any opportunity to open its edit page.
βIn the opportunity details page, you'll find fields to add additional information about the opportunity.
βInclude any relevant notes or details about the contact's needs, preferences, or interactions.
βThese notes and tasks will also start reflecting in the contact's information.
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Editing Opportunities
Your CRM offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes. In this comprehensive guide, we'll explore the step-by-step process of editing opportunities, empowering you to streamline your sales workflow.
Accessing the Opportunities Section
Log in to your CRM account.
2. Navigate to the "Opportunities" section from the sidebar menu
Locating the Opportunity to Edit
3. Once you're in the Opportunities section, locate the opportunity you wish to edit.
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4. You can use search filters or browse through the list of opportunities to find the specific one you need to update.
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5. Click on the name or title of the opportunity to open its details page.
Opening the Opportunity Details Page
In the opportunity details page, you'll find fields containing information about the opportunity.
βUpdate any relevant details such as the contact's name, contact information, opportunity value, and opportunity source.
βYou can also modify pipeline stages, owners, tags, or any other custom fields associated with the opportunity.
Adding Notes and Attachments
If necessary, add new notes or additional information about the opportunity by clicking on the "Notes" option in the left sidebar.
βAll notes added here will also reflect in the corresponding contact's notes also
Setting Tasks and Reminders
If there are specific tasks or follow-up actions associated with the opportunity, set tasks and reminders as needed by opening it from the sidebar.
βAssign tasks to yourself or team members, specifying due dates and priority levels.
βSimilarly, you can also add appointments in the same way.
βTasks and appointments added this way will also reflect on the contact's end
Managing Pipeline Stages
Adjust the pipeline stage of the opportunity to reflect its current status in the sales process.
βMove the opportunity through different stages as it progresses towards closure, updating its status accordingly.
Managing Opportunity StatusDrag and drop the opportunity to any status as seen in the bottom to update it's status.
βPossible statuses for an opportunity are "Open", "Won", "Lost" and "Abandoned". Default status for a new opportunity is "Open".
βMarking an opportunity lost also allows you to add a lost reason for the same.