Whilst automation is commonly used to create opportunities, it's worth knowing how to create them manually too. Adding opportunities to the CRM makes it easy to keep track of where each contact sits in your sales process.

To create a new opportunity, head to the Opportunities section from your account Dashboard, then click the "+ Add Opportunity" button.

Contact Details

Start by entering the contact's information.

  • Primary Contact Name: Enter the name to be associated with the opportunity card.
  • Primary Email: Add the best email address for your contact.
  • Primary Phone: Add the contact's phone number.

Opportunity Details

  1. Opportunity Name: Give your opportunity a name. This is usually the full name of the contact or their company.
  2. Pipeline: Select which pipeline you're adding this opportunity to. This is important for keeping things organised and tracking data correctly through the pipeline.
  3. Stage: Assign the opportunity to a stage in your pipeline to show where the contact is in the sales process.
  4. Status: Assign a status to the opportunity. This shows whether it's open, won, abandoned, or lost.
  5. Opportunity Value: Add a monetary value to the opportunity so conversion revenue and costs can be tracked accurately. By default, this is tracked in USD.
  6. Owner: Assign a user to the opportunity. This is useful when managing sales teams or call centres, so agents know which opportunities are theirs.
  7. Followers: Assign users to monitor progress and ensure tasks and milestones are being met.

  1. Business Name: Enter the name of the business the opportunity is affiliated with.
  2. Opportunity Source: If you know where the opportunity came from, enter a source here to keep track of acquisition data.
  3. Tags: Add tags to the opportunity.
  4. Custom Fields: Love

Edit Opportunity

To edit an opportunity, click on the opportunity card and it will open the edit popup.

Book/Update Appointment Tab

This section lets you manage any appointments linked to this opportunity. If no appointment exists, click "New Appointment" to create one.

If an appointment already exists, you can edit, view, or delete it by clicking the three-dot icon.

Tasks Tab

To add a new task to the opportunity, use this tab.

Click the Add Task button to create and assign a task for the selected opportunity.

  1. Title: Give your task a title so it can be easily identified.
  2. Description: Add the key details of the task and any other relevant information. Use the rich text editor to apply styling options.
  3. Due Date: Select a due date by which you'd like the task completed.

  1. Recurring Tasks: Toggle this switch to set the task to repeat.
  2. Assign To: Assign the task to a team member, or leave it unassigned for all team members to see.
  3. Associated Objects: Link the task to relevant records such as contacts, opportunities, or custom objects.

Notes

You can view or edit notes in the Notes tab. Use it to add important details about the opportunity. These notes will appear on the Opportunity Card as well as in the contact details within the Contacts tab.

Click the Add Note button to create a new note. As with tasks, you can use the rich text editor to enter any details relevant to the opportunity, then select the objects the note should be associated with.

When you're happy, click Save.

Payments

You can view or edit Estimates, Invoices, and Transactions. Or click the Actions button to send a new Invoice or Estimate, making it straightforward to seal the deal and move customers along.

Associated Objects

Here you can view existing object associations or add new ones. This lets you connect the record to related objects, keeping all linked information organised and easy to find.

Quick Card Actions

The action icons at the footer of each card let you add and manage activities without leaving the board.

  1. Call: Clicking the call icon speed-dials the contact number.
  2. Add Tag: Click this icon to add a tag to your contact card.
  3. Add Tasks: Clicking this icon lets you assign a task to any user in your team for that contact.
  4. View Conversation: Clicking this icon takes you to the contact's conversation thread.
  5. Add Notes: This icon takes you to the Notes tab, where you can add any additional information about the contact.
  6. Appointments: If no appointment is booked, click this icon to book one. If an appointment already exists, clicking it opens the update module.

Getting familiar with these features will help you manage your opportunities more effectively.