Step 1

To create an Opportunity go to the Opportunities tab and click on the Plus icon in the table or go to a Contact or Company record and click on the Plus icon next to Opportunities


images

Step 2

Enter an Opportunity Name (Ex: Product Name)



Step 3

Select a role for the contact (Decision Maker or Influencer)



Step 4

Enter a $ Value (numbers only)



Step 5

Select the expected Close Date



Step 6

Select an Opportunity Stage (Qualified, Interested, Proposed, Negotiation)



Step 7

Add any Tags then click Save
- Once an Opportunity is created any activity on an associated Contact or Company will be logged in the Opportunity Activity History
- Here you can also make updates and schedule activities
- To close an Opportunity choose Won, Lost or Stalled. You can filter each when looking at Opportunities on the Landing Page or in a report

images