Opportunity Details

Entering Opportunity Details

The Opportunity module is designed to maintain a comprehensive list of all opportunities in the system. There are two ways to add a new opportunity:
  1. Converting a Lead into an Opportunity.
  2. Adding an Opportunity from an existing customer.
Where leads are converted to opportunities, all the necessary details should already be filled in. To add a new opportunity, simply click the Add icon. This action will display the Opportunity Details screen, where you can enter detailed information about the opportunity. Key information to provide includes:
  • Full Description of the Opportunity: Clearly outline the nature of the opportunity to provide context.
  • Telephone Number: The telephone number should already be pre-filled if the opportunity was created from a lead or an existing customer.
  • Email Address: Similarly, the email address should already be entered if the opportunity originated from a lead or existing customer.
  • Lead Source: Specify the origin of the opportunity, such as a marketing campaign, referral, or website inquiry.
  • Weighting: Assess and record the likelihood of converting the opportunity into an order.
  • Company Name and Address: These details should also be pre-filled, as opportunities are created from leads or existing customers.
  • Contact Information: Add or update key contact details, including address, phone number, and email.
  • Additional Notes or Relevant Details: Include any other pertinent information that could assist in managing the opportunity effectively.
Lead Details

Saving the Opportunity Record

Once all the required information has been entered, click the Save button to create the new opportunity record. By following these steps, you can efficiently manage and update your opportunities, ensuring that all critical information is easily accessible and up-to-date.

Adding Notes and Conversation Details

It is equally important to record detailed notes for each opportunity, including any available information and summaries of conversations. This practice helps maintain a clear history of interactions, supporting effective follow-ups and relationship building.

By thoroughly capturing all additional opportunity details and associated notes, you create a solid foundation for managing customers and potential customers, enhancing the overall efficiency of your sales process.

How can we help?