CRM – Opportunities:

Opportunities improve the value of a Lead and assist your team in identifying and monitoring the prospects that are close to closing. The “Opportunity Board” and “Opportunities Pipeline” tabs give your team a high-level view of any Opportunity that is added to a Lead.

Create New Opportunity:

You can create a new Opportunity directly from the Opportunity page. Go to the Opportunity page > click the +Opportunity or Form on the opportunities board click > +Add new item.

Opportunities add value to a Lead and can be assigned to specific Contacts on your Leads. You can add Custom Fields to each Opportunity as well.

Opportunities Advance Functions:

·  Search: Type in the search box and search for anything within the opportunities boards.

·  Person: Quick person filter allows users to filter opportunities person-wise.

·  Filter: The Leads page has advanced filter options; you can filter data by a dedicated work stage

filter or by the normal filter.

·    Sort: The Opportunities page has multiple sort options; you can sort by a dedicated work stage

sort or by normal sort.

·     Hide: Hide or Un Hide the unwanted columns by simply selecting or deselecting the column

Opportunity Columns & their Meanings:

  • Owner: Is the one who created the Opportunity and is responsible for it.
  • Contacts: The contact is the Person associated with the Opportunity.
  • Accounts: The Accounts associated with the Opportunity.
  • Stage: There are Eight default stages in the Opportunities board – Prospecting, Qualified, Nurturing, Demo/Meeting, Proposal Sent, Negotiation, Won, and Lost. You can add custom opportunity statuses by Editing labels or Adding new labels.
  • Priority: Set Opportunity priority to High, Medium, or Low.
  • Pipeline: By Default, Three Pipelines are given Project, Campaign, and Sales. You can add custom Pipelines by Editing labels or Adding new labels.
  • Deal Length: Define the length of the deals and how long they will last.
  • Company: Add Company name.
  • Deal Value:The total revenue expected to be earned from the Opportunity.
  • Confidence:The confidence level shows the expected outcome of the deal.
  • Frequency: Define the frequency of the payments. One-Time, Monthly or Annually.
  • Forecast Value: The Forecast value is the revenue expected to generate from the Opportunity.
  • Expected Close Date: Estimated close date represents the date on which an opportunity is expected to be closed.
  • Close Date: The Close date is the date on which the Opportunity is closed.
  • Actual Deal Value: This is the actual value of the deal. Payable either one-time, monthly, or on an annual basis.
  • Notes: Take notes on the go directly on the opportunities board.
  • Creation Log: Let you know who created the Opportunity.
  • +New: Add new columns to the opportunities board.

Deleting an Opportunity:

To delete an Opportunity from the Opportunity board, select any opportunity or multiple opportunities from the group – an “Option Box” will appear, which allows you to Delete, Duplicate, Export, and do more. 

Opportunity Kanban:

On the right side of the Main View, you will find Kanban.

What is Kanban?
Kanban is a Japanese word that means “visual board” or a “sign.” Kanban is a popular Lean workflow management method for defining, managing and improving services that deliver knowledge work.

Opportunities Kanban helps you manage and organize your opportunities –  as the deal progress, move it accordingly, and when done, select from the options “Abandoned,” “Lost,” or “Won.” 

Drag and Drop deals to move them.  

Opportunity Stages describe each stage a pending deal can go through within a specific Pipeline.


Opportunity Pipeline:

In Main View, assign Pipelines to opportunities, and arrange them to make proper decisions in the Kanban view.

Add & Delete New Pipeline:

Create a new pipeline by clicking on predetermined Pipeline categories, then press Edit Lables, type the name of the New category, and press Apply.  

To Delete a Pipeline, press Edit Labels, hover your moves to the respective category you want to delete, press “X” on the top right corner of the category, then press Apply.

Opportunity Pipelines are funnels through which deals go through. Filter your opportunities through Pipeline categories, namely “Sales,” “Project,” and “Campaign.” 

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.