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:
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:
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.
