Adding New Opportunities

Introduction

This article will show you how to add an opportunity.

Who can do this?

All the users who has access to the SalesPipeline.

Adding an Opportunity

Access your Sales Pipeline. Make sure that you're in the Opportunities TAB, Click Add New Opportunity.

Fill out the required fields.

• Type of contact (Business/Individual)
• Organisation - NOTE: The organisation should be added to the contacts. If not, click the + sign
• Person - The people whose associated to the organisation added will be the ones that can be added to the field.
• Opportunity Name - State the name of services/Product to be offered.
• Status 

Qualified: 

A Company or Individual which is known to the organisation AND MAY become a CUSTOMER in the future. There is some certainty that they have a NEED for the PRODUCTS we offer and the timing for the possible purchase is fairly certain. As such, we have 'qualified' them as a lead and will take steps to close a sale. 

Unqualified:

 A Company or Individual which is known to the organisation AND MAY become a CUSTOMER in the future. However, there is uncertainty as to whether they have a NEED to buy from a third party, WHAT they might buy from us (product) and WHEN they might buy from us. As such, we have not 'qualified' them as a lead and are unlikely to put much, if any, energy into trying to sell to them.

Closed Won

Describes an OPPORTUNITY which has been 'closed' or 'converted' meaning the QUALIFIED LEAD has become a CUSTOMER. That means we cease sales activities and commence Customer Management activities. 

Closed Lost

Describes an OPPORTUNITY which has been 'lost' meaning there are no further (immediate) prospects  of 'closing' this deal and we should cease our sales efforts. It is likely that the QUALIFIED LEAD will revert to being an UNQUALIFIED LEAD (because there are no immediate prospects of sales but there is some possibility of them resuming as a QUALIFIED LEAD in the future. Alternatively, they may simply become a CONTACT because we cannot see a path to ever selling to them again.

• Creation & Close Date
• Source

Do not forget to save the Opportunity that you just created. 

Key Points

Please ensure that you already created the following below inside the Sales Pipeline prior to filling out the fields below so the changes can be saved.

• Organisation
• Product
• Role
• Sales Group
• Sales Person

You can always go back to the Opportunity that was created if changes needs to be made.

You can also follow an opportunity so you will always be updated with the changes.