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.