Adding an opportunity

Adding opportunities to a CRM board.

To add an opportunity

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Opportunities. The list of opportunities is displayed.

  3. Click Add Opportunity.

  4. Complete as many of the fields as required (see descriptions in the table below). The buttons at the bottom expand to reveal additional fields.

  5. Click Save.

Adding an opportunity

As an alternative to the first 3 steps in the process described below you can click a CRM board to see Create new opportunity links in each stage. You then click the link in the appropriate stage.

Option

Description

Contact

Type the starting letters of the contact and select from the drop-down list that is displayed. If you want to add a new contact, type the name in full and click Add [new name] at the top of the drop-down list.

Team / group

Type the starting letters of the team or group and select from the drop-down list that is displayed. If you want to add a new team or group, type the name in full and click Add [new name] at the top of the drop-down list.

Stage

In the drop-down list, select the stage of the CRM board you want to add the opportunity to. The list displays all stages in all CRM boards.

Hint: If you create a new opportunity directly in a CRM board stage (column), this field is pre-populated.

Category

Type the starting letters of the category and select from the drop-down list that is displayed. If you want to add a new category, type the name in full and click Add [new name] at the top of the drop-down list.

Status

In the drop-down list, select In Progress. You can set the status to either Won or Lost later on.

General notes

A free-form box to add useful notes

Source

A list of opportunity sources from which you can select

Follow up by

If required, select a follow-up date from a popup calendar

Value

If required, add an opportunity value

Agent

If you want to assign an agent as the manager for this task, select them here. To do so, type the starting letters of their name, then click their name when it appears.

Owner

By default, you will be selected as the owner of the task. To change, start typing a different name and select from the drop-down list

Referrer

If required, type the starting letters of the referrer and select from the drop-down list that is displayed. If you want to add a new referrer, type the name in full and click Add [new name] at the top of the drop-down list.