This section is designed to help you efficiently manage and organize new business opportunities by incorporating them into pipelines, allowing you to monitor their progress throughout the entire sales cycle. Once the pipelines are in place, you can start leveraging this powerful feature to streamline your sales process.

To get started, access the Opportunities tab in the Opportunities section of the CRM.

Filter By Pipelines #

In the dropdown, you can filter through different pipelines created within the CRM. This feature helps you focus on specific sales processes, making it easier to analyze and manage data effectively.

Opportunities View #

Opportunities can be presented in two different formats, Board View and List View. Switch between these views to tailor the display of your data. This guide will proceed using the board view.

Import #

Create new opportunities by utilizing the Import option. Ensure your file is in .csv format, includes only one sheet, is smaller than 30 MB, and has a header row with columns corresponding to system fields. Opportunity imports cannot be reversed.

Add Opportunity #

To add a new opportunity manually, click the + Add Opportunity button. This opens a detailed form where you can enter all relevant information, such as contact details, pipeline stage, opportunity value, and other essential fields. Completing this form ensures the opportunity is properly logged into your system.

Export Opportunities List #

Utilize this feature to export data about the opportunities generated within the pipeline. This enables you to extract and analyze essential information regarding your opportunities, further assisting in the management and evaluation of your sales process. To download your opportunities list, filter the opportunities you want to download to narrow down the list, then click on the three-dotted menu in the upper right corner of your page and select Export. You will receive a pop-up notification of the export progress.

Restore Opportunities #

Selecting “Restore Opportunities” will open the audit logs, displaying only the deleted opportunities, allowing you to quickly restore a deleted opportunity.

Filters #

The opportunities section offers a variety of filtering options to provide greater control and insights into your pipeline stage performance. These filtering capabilities enable you to better understand and manage your sales process.

Sort By #

You have the option to organize your opportunities based on the following criteria:

• Opportunity Name
• Status
• Opportunity Value
• Opportunity Source
• Created On
• Updated On
• Last Stage Change Date
• Last Status Change Date
• Days Since Last Stage Change
• Days Since Last Status Change
• Days Since Last Updated
• Opportunity Custom Fields

Click on the arrow to switch between descending and ascending order.

Opportunity Search Bar #

To locate a particular opportunity, utilize the search bar and input any relevant contact details or the unique opportunity name associated with it. This feature allows you to quickly and efficiently find specific opportunities by searching based on identifiable information, streamlining your ability to manage and track their progress in the sales process.

Manage Fields #

The Manage Fields option allows you to customize the opportunity data fields to suit your business needs. Add or remove fields to ensure you’re capturing the most relevant information for your sales process.

Opportunity Cards #

Opportunity cards enable you to effectively manage and organize pipelines of leads, customers, and other potential business deals as they progress through various stages within distinct sales funnels. By leveraging these cards, you can efficiently monitor the advancement of each opportunity, ensuring a smooth transition through the sales process and enhancing overall pipeline management.

Quick Card Actions #

These action icons at the footer of each card allow you to add and manage activities seamlessly:

• Call: Clicking on the call icon speed-dials the contact number.
• Add Tag: Click on this icon to add a tag to your contact card.
• Add Tasks: Clicking on this icon allows you to assign any user in your team to a task specifically for that contact.
• View Conversation: Clicking on this icon directs you to the contact’s conversation thread.
• Add Notes: This icon directs you to the Note tab, where you can add any additional information about the contact.
• Add an Appointment: Click on this icon to book an appointment with the contact.

You can minimize or expand a stage by clicking the arrow next to it.

Managing opportunities effectively is key to optimizing your sales process. By leveraging features like filtering, sorting, and quick actions, you can streamline your workflow and maintain a well-organized pipeline.

Frequently Asked Questions #

How do I access the Opportunities section? #

Open the Opportunities tab inside the Opportunities section of the CRM. From there you can view, filter, and manage all of your opportunities across your pipelines.

What is the difference between Board View and List View? #

Board View displays opportunities as cards organized by pipeline stage, while List View presents them in a row-based layout. You can switch between the two formats to suit how you prefer to review your data.

Can I import opportunities in bulk? #

Yes. Use the Import option with a .csv file that contains a single sheet, is smaller than 30 MB, and includes a header row mapped to system fields. Keep in mind that opportunity imports cannot be reversed.

How do I export my opportunities list? #

Filter the opportunities you want to include, then open the three-dotted menu in the upper right corner of the page and select Export. A pop-up will notify you of the export progress.

Can I recover a deleted opportunity? #

Yes. Select Restore Opportunities to open the audit logs filtered to deleted opportunities, where you can quickly restore the one you need.

What quick actions are available on an opportunity card? #

Each card footer includes icons to call the contact, add a tag, assign a task, view the conversation thread, add notes, and book an appointment.