Using Opportunities

The Opportunities module is designed to help you manage and track potential revenue-generating deals. Opportunities represent sales prospects that you’re actively working on, allowing you to monitor progress, forecast revenue, and prioritize efforts effectively. This guide will walk you through the features and best practices for using the Opportunities module.

1. Navigating to the Opportunities Module

2. Creating a New Opportunity

To add a new opportunity:

  1. Click the "Create" Button:

    • In the Opportunities module, click the + Create button at the top-right corner.
  2. Fill Out Opportunity Details:

    • Opportunity Name (Required): Provide a descriptive name for the opportunity.
    • Account: Link the opportunity to an existing account.
    • Expected Close Date: Specify the anticipated date for closing the deal.
    • Stage: Select the current stage of the sales process (e.g., Prospecting, Negotiation, Closed-Won, Closed-Lost).
    • Probability: Enter the potential revenue value for this opportunity.
    • Assigned User: Designate a team member responsible for managing the opportunity.
    • Add Additional Information: Include notes about the opportunity’s background, client requirements, or key stakeholders in the description field.
  3. Save the Opportunity:

    • Click the Save button to store the new opportunity.

3. Viewing and Editing Opportunities

Accessing an Opportunity Record:
Editing Opportunity Information:

4. Tracking Progress Through Sales Stages

The Opportunities module uses stages to track where each deal stands in the sales pipeline. Common stages include:

To update the stage:

5. Adding Activities and Notes

Keep a detailed record of all interactions and activities related to each opportunity:

Adding Activities:

6. Searching and Filtering Opportunities

Quickly locate specific opportunities using the search and filter options:

Search Bar:
Filters:

7. Closing Opportunities

When an opportunity reaches its conclusion, mark it as either "Closed-Won" or "Closed-Lost":

  1. Open the opportunity record.
  2. Update the Stage field to "Closed-Won" or "Closed-Lost" as shown in point 4.
  3. Add a note explaining the outcome (e.g., reasons for loss or feedback from the client).
  4. Save the record.

8. Best Practices for Managing Opportunities

By mastering the Opportunities module, you can streamline your sales process, improve forecasting accuracy, and close more deals. For further assistance, reach out to our support team or explore the full CRM documentation.


Revision #1
Created 24 December 2024 06:14:06 by Admin
Updated 24 December 2024 06:17:17 by Admin