Opportunities play a crucial role in navigating potential sales. Follow this comprehensive guide, which outlines the step-by-step process of establishing opportunities. By following these instructions, you'll gain the ability to effectively monitor contacts as they progress through your sales pipeline.
Step 1: Accessing the Opportunities Section
Log in to your account.
Go to your sub Account
Navigate to the "Opportunities" section from the sidebar menu.
Step 2: Creating a New Opportunity
Once you're in the Opportunities section, click on the "+ Opportunity" button on the top right.
Fill in the relevant details for the opportunity, such as the contact name / information, pipeline details and opportunity value.
Optionally, you can add other values to this opportunity or make the opportunity owner a specific user or team member responsible for managing it.
Click on "Create" and the opportunity will be created and will start showing in the Opportunities dashboard.
Step 3: Adding Details and Notes
You can click on any opportunity to open its edit page.
In the opportunity details page, you'll find fields to add additional information about the opportunity.
Include any relevant notes or details about the contact's needs, preferences, or interactions.
These notes and tasks will also start reflecting in the contact's information.