This section helps you manage and organise new business opportunities by adding them to pipelines, so you can track their progress through your entire sales cycle. Once your pipelines are in place, you can start using this feature to keep your sales process moving.

To get started, access the Opportunities tab in the Opportunities section of the CRM.

Filter By Pipelines

Use the dropdown to filter between different pipelines set up in the CRM. This helps you focus on specific sales processes, making it easier to analyse and manage your data.

Opportunities View

Opportunities can be displayed in two formats: "Board View and List View". Switch between them to suit how you want to see your data. This guide uses the board view.

Import

Create new opportunities using the Import option. Make sure your file is in .csv format, contains only one sheet, is smaller than 30 MB, and has a header row with columns that match system fields. Opportunity imports cannot be reversed.

Add Opportunity

To add an opportunity manually, click the "+ Add Opportunity" button. A detailed form opens where you can enter all the relevant information, including contact details, pipeline stage, opportunity value, and other key fields. Filling this in ensures the opportunity is properly logged in your system.

Export Opportunities List

Use this feature to export data about the opportunities in your pipeline, so you can extract and analyse key information to help you evaluate your sales process. To download your list, filter the opportunities you want first to narrow things down, then click the three-dotted menu in the upper right corner and select Export. You'll see a pop-up notification showing the export progress.

Restore Opportunities

Selecting "Restore Opportunities" opens the audit logs filtered to show only deleted opportunities, so you can quickly restore any that were removed.

Filters

The opportunities section includes a range of filtering options to give you better control and visibility over your pipeline stage performance, helping you understand and manage your sales process.

Sort By

You can organise your opportunities by any of the following criteria:

  • Opportunity Name
  • Status
  • Opportunity Value
  • Opportunity Source
  • Created On
  • Updated On
  • Last Stage Change Date
  • Last Status Change Date
  • Days Since Last Stage Change
  • Days Since Last Status Change
  • Days Since Last Updated
  • Opportunity Custom Fields

Click on the arrow to switch between descending and ascending order.

To find a specific opportunity, use the search bar and enter any relevant contact details or the opportunity name. This lets you quickly locate individual opportunities and manage their progress through the sales process.

Manage Fields

The Manage Fields option lets you customise the opportunity data fields to suit your business. Add or remove fields to make sure you're capturing the most relevant information for your sales process.

Opportunity Cards

Opportunity cards let you manage and organise pipelines of leads, customers, and other potential deals as they move through different stages in your sales funnels. You can track each opportunity's progress and keep your pipeline running smoothly.

Quick Card Actions

These action icons at the footer of each card let you add and manage activities:

  1. Call: Clicking on the call icon speed-dials the contact number.
  2. Add Tag: Click on this icon to add a tag to your contact card.
  3. Add Tasks: Clicking on this icon lets you assign any team member to a task for that contact.
  4. View Conversation: Clicking on this icon takes you to the contact's conversation thread.
  5. Add Notes: This icon takes you to the Note tab, where you can add any extra information about the contact.
  6. Add an Appointment: Click on this icon to book an appointment with the contact.

You can minimise or expand a stage by clicking the arrow next to it.

Managing opportunities well is key to keeping your sales process running smoothly. Features like filtering, sorting, and quick actions help you stay organised and maintain a well-structured pipeline.