How to Create an Opportunity

While automation is commonly used to create opportunities, it is crucial to understand the process of crafting them from scratch as well. Creating opportunities for your clients makes keeping track of the sales process quick and simple.

To commence the creation of a new opportunity, head to the "Opportunities" section from your account Dashboard, then click the “+ Add Opportunity” button.

Contact Details

Begin creating your opportunity by entering their contact information.

Primary Contact Name: Enter the name to be associated with the opportunity card.
Email: Add the best email for your contact here.
Primary Phone: Add the contact's phone number.

Opportunity Details

Opportunity Name: You will need to give your opportunity a name. This is usually the full name of the opportunity or company name.
Pipeline: Here you will select which pipeline you are allocating this new opportunity into. This is very important for organizational purposes and tracking data correctly throughout the pipeline.
Stage: You will need to assign the opportunity to a certain stage in your pipeline to show and track where they are at in the sales process.
Status: You will need to assign the opportunity with a status. The status shows if the opportunity is still open, won, abandoned, or lost.
Opportunity Value: To properly track conversion revenue and costs, you should add monetary values to the opportunities. By default, this is tracked in USD.
Owner: Here you can assign a user to the opportunity. This is very useful when managing sales teams or Call centers so the agents know which opportunities are their responsibility.
Followers: Assign users to monitor progress and ensure that tasks and milestones are being met.

Business Name: Enter the name of the business the opportunity is affiliated with.
Opportunity Source: If you know where the opportunity came from, you can enter a source here to keep track of acquisition data.
Tags: Add tags to the opportunity.
Opportunity Field Test: Add any custom field tests here, based on your business's specific needs.

Edit Opportunity

If you want to edit the opportunity, simply click on the opportunity card and it directs you to the edit popup.

Book/Update Appointment Tab

If you would like to manually add or edit an appointment for a specific opportunity, you can do so here.

Calendar: The dropdown menu will allow you to choose the calendar from the list of calendars you have created within the system.
Meeting Location: You can add a meeting location if you would like to. It is an option, not a requirement.
Appointment Title: Here you can give a title to the appointment if you so desire.

Click the “Book Appointment” button to finalize the scheduling.

Tasks Tab

If you would like to manually add a new task for a specific opportunity, you can do so here.

Title: Give your new task a title, so it can be easily identified.
Description: The task description can mention the key details of the task and other relevant details.
Assign To: Assign the task to a team member or leave it unassigned for all team members to see.
Due Date: Select a due date by which you would like this task to be completed.

Click the “Add Task” button to create and assign the task for the selected opportunity.

Notes Tab

You can view or edit notes in the notes tab. Here you can add important details related to the opportunity in your pipeline. These notes will show in the Opportunity Card as well as in the contact details within the contacts tab.

Easily locate the notes you need by utilizing filtering, sorting options, and the search bar. The filter option (funnel icon) enables you to view notes associated with related contacts within an opportunity, ensuring complete visibility. By default, the contact linked to the opportunity will be selected.

Click the “Add Note” button to create a new note for the selected opportunity. Fill in the required details, then save!

Payments Tab

Actions: Within the actions dropdown you can automatically Create estimates and Create invoices. You will be taken to the Invoice or Estimate page, where the contact details will already be filled in.

Types of Payments: This includes all payment types, estimates, invoices, and transactions associated with the opportunity.

Quick Card Actions

These action icons at the footer of each card allow you to add and manage activities seamlessly.

Call: When you click on the call icon it speed-dials the primary number of the contact.
View Conversation: When you click on this icon, it directs you to the contact's conversation thread.
Add Tag: Click on this icon to add a tag to your contact card. The "add tag" icon changes to this icon when tag(s) is added, it shows the number of tags added to each contact.
Add Notes: This icon directs you to the Note tab where you can add information relating to the contact.
Add Tasks: When you click on this icon on a contact's card it allows you to assign any user in your team to a task specifically for that contact.
Add an Appointment: Click on this icon to book an appointment with the contact.

By understanding and utilizing these features, you enhance your ability to manage your opportunities.