Opportunities in Business App allow you to manage potential revenue and track your sales progress, helping you connect opportunities to various CRM records, such as contacts and companies. This streamlined approach keeps your sales pipeline organized and provides a clear overview of your business's potential growth.
Where to Find Opportunities
To access your Opportunities, go to CRM > Opportunities in Business App.
From here, you'll land on the Pipeline View, where opportunities are organized by stage, providing a quick snapshot of your current sales pipeline.
Pipeline View Features
The Pipeline View offers several ways to manage and visualize your opportunities:
- Set Up Your Pipeline: If you haven’t created a pipeline yet, click Set up a pipeline to start.
- Drag & Drop: Move opportunities between stages to track their progression seamlessly.
- Search & Filter: Find specific opportunities quickly using search and filter options.
List View
If you prefer a different layout, switch to List View by clicking on the "List" icon. In this view, you can:
- Customize Visible Data: Choose which data fields appear in the Table View by configuring columns.
- Sort, Search & Filter: Sort opportunities by expected close date or apply filters.
- Bulk Actions: Perform bulk updates for multiple opportunities at once.
Opportunity Profile Page
Clicking on an opportunity opens its Profile Page, where you can see details such as the opportunity timeline and associated contacts and companies. Activities logged against an opportunity are automatically linked to the associated contacts and companies, keeping your CRM records synchronized.
Creating an Opportunity
Manually Create an Opportunity
- Go to CRM > Opportunities.
- Click Create Opportunity in the top-right corner.
- Fill in the details and click Create.
Automate Opportunity Creation
Automatically create opportunities when specific conditions are met using automation. For example, you can set up automation to create a new opportunity whenever a lead is captured.
Editing an Opportunity
Opportunities can be edited from both the Profile Page and the Table View.
From the Profile Page:
- Go to CRM > Opportunities and select the opportunity.
- In the left panel, click on the field you want to edit.
- Make your changes, then click outside the field to save.
From the Table View:
- Go to CRM > Opportunities and switch to Table View.
- Click the action menu beside the opportunity.
- Select Edit Opportunity, make your updates, and click Save.
Closing an Opportunity
There are several ways to close an opportunity:
- Pipeline View: Drag the opportunity to the Closed Won or Closed Lost column.
- Profile Page: Select an opportunity, then click Closed Won or Closed Lost at the top.
- Stage Update: Open the opportunity profile, click on the Stage dropdown, and select Closed Won or Closed Lost.
Q&A
Q: What currency is used for opportunity amounts?
A: Opportunity amounts follow the currency set in your Business App.
Q: How can I create a pipeline for my opportunities?
A: Go to CRM > Opportunities and, if needed, click Set up a pipeline to begin.
Q: Can I automate the creation of opportunities?
A: Yes, automations can create opportunities based on set conditions, such as capturing a new lead.
Q: How do I close an opportunity?
A: Use the Pipeline View, Profile Page, or Stage dropdown to mark an opportunity as Closed Won or Closed Lost.
Q: Can I link an opportunity to multiple contacts or companies?
A: Opportunities can be linked to several contacts and companies. Logged activities on the opportunity are automatically associated with these linked records.