Overview: Opportunities

Welcome to the Opportunities section, your central hub for organizing and managing potential business deals. This area is designed to help you seamlessly integrate new opportunities into structured pipelines, enabling you to monitor their journey throughout the entire sales process. By setting up these pipelines, you can enhance your sales efficiency and better track the progress of each opportunity.

Viewing Opportunities: Formats and Flexibility

Opportunities can be displayed in two formats:

• Board View

• List View

You can switch between these views depending on your preference. This guide will primarily focus on using the Board View.

Pipeline Filtering for Targeted Insights

Easily filter your opportunities by specific pipelines, allowing you to focus on particular segments of your sales funnel. This feature helps you evaluate the performance and progression of opportunities within different stages of your sales pipeline.

Advanced Filtering Options

The Opportunities section offers extensive filtering capabilities to help you gain deeper insights into your pipeline's performance. Use these filters to refine your view and manage your sales process more effectively.

Sorting Opportunities

Organize your opportunities by various criteria such as creation date or opportunity value. This feature allows you to prioritize and manage your sales tasks more efficiently.

Toggle between ascending and descending order by clicking on the arrow icon.

Managing Opportunities with Cards

Opportunity cards serve as your tool for tracking and managing the progression of potential deals. Each card represents an opportunity within your sales pipeline, helping you monitor its movement through different stages. This method ensures smooth transitions and better overall management of your sales process.

Quick Actions on Cards

At the bottom of each opportunity card, you'll find action icons that allow you to perform essential tasks quickly:

• Call: Initiate a call to the contact.

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

• Add Tag: Assign a tag to categorize the opportunity.

• Add Notes: Enter additional information about the contact.

• Add Tasks: Assign tasks to team members related to this contact.

• Add an Appointment: Schedule an appointment with the contact.

Searching for Specific Opportunities

To locate a specific opportunity, use the search bar by entering any relevant contact details or the opportunity's name. This feature simplifies finding and tracking opportunities, making it easier to manage their progress.

Exporting Opportunities Data

You can export your opportunities list for further analysis. This feature allows you to extract data on your opportunities, aiding in more in-depth evaluations of your sales process. To export, filter your opportunities as needed, click the three-dot menu in the upper right corner, and select Export. A popup will notify you of the export's progress.

Importing New Opportunities

Add new opportunities using the Import function. Ensure your file is in .csv format, includes only one sheet, is under 30 MB, and has a header row with columns matching the system fields. Please note that imports cannot be undone.

Restoring Deleted Opportunities

If an opportunity has been deleted, you can restore it by accessing the audit logs. This feature displays only deleted opportunities, allowing you to recover them quickly.

Additional Filtering Options

Further refine your opportunities by applying filters based on specific criteria like assigned tasks, calendar events, or notes. This feature enhances your ability to manage and target relevant opportunities efficiently. The system also remembers your previous filter selections, ensuring a smooth experience when returning to the filtering process.

For more detailed guidance on using the Opportunities feature, explore the additional articles in this section!