ITarian

Opportunities

Leads which have developed into a potential sale for your company should be converted to an 'Opportunity'.

The opportunities interface allows sales managers to:

• Devise a strategy to follow up on prospects who are most likely to covert into a sale

• Gain clear visibility of the sales initiatives which are most likely to convert

• Add potential sales to the sales pipeline

• Keep track of the sales process from beginning to end

• Measure marketing efforts by tracking sales back to the original lead source and campaign

• Review reasons for opportunities lost

• Click the 'Opportunities' button on the top navigation

OR

• Click 'All' > 'Opportunities'
  

Left-hand menu:

• 'Opportunities List' shows all opportunities added to the Customer Relationship Management (CRM). Click any opportunity to open its details page.

• 'Dashboard' shows key information about ongoing opportunities

• The 'Recently Modified' tab lists opportunities which were recently updated.

• Click any column header to sort the table according to the items in the column.

• To search for a specific item, enter the search criteria in the respective column header(s) and click 'Search' at the right end of the column header.

• For more details on advanced filter options, see Custom Views.

Custom Filter View

• The 'Opportunities' interface allows you to create custom views. For example, you may want to view only those opportunities assigned to you, and only view selected columns like opportunity name, sales stage or assigned to.

• You can create any number of views, and can make any view your default. See Custom Views for more details.

The following sections explain more about:

• Add an Opportunity

• Import and export records

• Manage Opportunities 

• Associate other records with an Opportunity 

• Mass management of Opportunities