An opportunity is an easy way for users to move leads and potential work as they progress through the sales funnel.
There are four ways to create opportunities:
- In the Opportunity List. Leads > Opportunities > + New Opportunity.
- When accepting a lead.
- In an existing customer account. Accounts > Account > Opportunities > New Opportunity.
- Via Quick-Add: enter in the account details > click Call or Note at the lower-left corner > select the Opportunity button.
Updating Opportunities
- Click+Drag the opportunity card on the Kanban board.
- Click on the opportunity (card) and make edits on the opportunity screen.
A Breakdown of the Opportunity Screen
Type
An additional place to categorize your opportunities – similar to the account type. This field does not map anywhere and is merely an arbitrary label. |
|
Status
This field cannot be edited and updates as you change the status using the open, won, abandon, and lost buttons. Open – the opportunity is currently being worked on. Won – the opportunity has completed the sales process and is now a work order. Abandon – the opportunity was unresponsive or didn’t pan out. Lost – similar to declining an lead, you may lose an opportunity for a variety of reasons. |
|
Stage
This is where the opportunity is at in the sales process. Possible stages are: open, initial contact, qualified, estimate, and negotiation. You can use this section to update the opportunity’s stage. Open – the opportunity was ‘accepted’, but has not been discussed. Initial Contact – you’ve made contact with the opportunity, but have not been able to discuss the scope of work with them yet. Qualified – their request is viable and this may turn into a paying job. Estimate – taking the time to go visit the job site to scope out the work or even simply drafting up an order for them that outlines pricing; the estimate is presented to the opportunity during this stage. Negotiation – various aspects of the job are discussed and ironed out. Once this stage is complete, the status needs to be changed from open to won or lost. |
|
Priority
Choose between high or low. When the priority is marked as high, a red exclamation point appears on the opportunity card on the Kanban board or in the opportunity list. |
High Priority |
Value
The number in this field must be entered in manually. It displays on the opportunity card on the Kanban board or the opportunity list. |
|
What’s New
A place for users to add activities into an opportunity’s account (note, call, or task). |