How to Manually Create an Opportunity

Understanding how to manually create opportunities is crucial, even though automation often handles this task. Being able to generate new opportunities from scratch allows for better control and tracking of the sales process. To begin creating a new opportunity, click on the "+ New" button and fill in the necessary details.

Opportunity Details

Contact Information
This section allows you to input or modify the contact information associated with the opportunity.

• Contact Name: Set or update the name associated with the opportunity.

• Email: Input or change the email address.

• Tags: Add or edit tags to categorize the opportunity.

• Phone: Enter or update the phone number.

• Company Name: Specify or modify the name of the company.

Key Opportunity Information

• Opportunity Name: Assign a name to the opportunity, typically the full name or the company name.

• Pipeline Selection: Choose the appropriate pipeline to organize and track this opportunity.

• Pipeline Stage: Assign the opportunity to a specific stage in the pipeline to monitor progress.

• Status: Indicate whether the opportunity is open, closed, or lost.

• Lead Value: Enter the monetary value associated with the opportunity, usually in USD, to track potential revenue.

• Assign Owner/User: Designate a team member responsible for the opportunity, which is particularly useful for sales teams or call centers.

• Opportunity Source: Record the source of the opportunity to track acquisition data.

Editing an Opportunity

To modify an opportunity, click on the relevant contact card, which will open the editing interface.

• Opportunity Tab: Follow the same process to update the opportunity details.

• Book/Update Appointment Tab: Manually add or edit an appointment associated with the opportunity.

  • Select a Calendar: Choose from your existing calendars.

  • Meeting Location: Optionally add a location for the meeting.

  • Appointment Title: Give the appointment a title if needed.

Tasks Management

To manually assign a task to a specific opportunity:

• Task Title: Name the task for easy identification.

• Task Description: Provide details about the task, including the responsible party.

• Assign Task: Allocate the task to a specific team member or leave it open for anyone to pick up.

• Select Due Date: Set a deadline for task completion.

Notes Section

Within the notes tab, you can add or update important information related to the opportunity. These notes will appear both on the Opportunity Card and in the contact details section of your CRM.

Quick Actions on Opportunity Cards

At the bottom of each opportunity card, you'll find several quick-action icons to help you manage your activities efficiently.

• Call: Directly dial the contact number.

• View Conversation: Access the contact's conversation history.

• Add Tag: Quickly add a tag to the contact card.

• Add Notes: Access the notes section to add more information about the contact.

• Add Tasks: Assign a task to any team member for that specific contact.

• Add Appointment: Schedule an appointment with the contact.

• Tag Counter: The "add tag" icon updates to display the number of tags associated with the contact.

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