Opportunities help you keep track of a customer’s journey inside the platform, making it an important part of a contact’s details. So, let’s learn how to view and manage them from the right side panel.
Navigate to a contact record inside the Smart Lists tab of the Contacts section. On the right-hand panel, you’ll see a dedicated opportunities tab below associations, indicated by a person icon.
Adding Opportunities #
To add an opportunity, click + Add, then select whether you want to create a new opportunity or link an existing one.
Creating a New Opportunity #
If creating an opportunity from zero, fill out the necessary details, then click Create.
Linking an Additional Opportunity #
If linking to an existing opportunity, open the Select Opportunities menu and select the opportunity you want to link to.
Managing Opportunities #
Click the three-dot icon in the bottom-right corner of an existing opportunity to edit or remove it.
Clicking an opportunity card or the View Opportunity Details opens the opportunity details for you to edit.
And there you have it, now you can manage opportunities directly from your contact’s details, giving a clearer view of their progress in your business, upcoming steps, and keeping information easily accessible.
Frequently Asked Questions #
Where do I find a contact’s opportunities? #
Open the contact in the Smart Lists tab and look on the right-hand panel for the opportunities tab below associations, indicated by a person icon.
How do I add an opportunity to a contact? #
Click + Add in the opportunities tab, then choose to create a new opportunity or link an existing one.
How do I create a brand-new opportunity? #
Select the create option, fill out the necessary details, and click Create.
How do I link an existing opportunity? #
Open the Select Opportunities menu and choose the opportunity you want to link to the contact.
How do I edit or remove an opportunity? #
Click the three-dot icon in the bottom-right corner of the opportunity card to edit or remove it.
How do I open full opportunity details? #
Click the opportunity card or View Opportunity Details to open the full details for editing.
