Adding a Sales Opportunity
- Use the Profile search bar or the Profile Selector to find and open the profile.
- Scroll down to the "Sales Opportunities" panel.
- Click Add a Sales Opportunity in the top right corner.
- After filling out the fields (see breakdown below), click Save.
When adding or editing an opportunity, there are several fields:
- Working with: In the upper right corner, indicate which related profile applies to this particular opportunity.
- Revenue Item: This is required. It indicates the item or service being sold, and should be the revenue item chosen when a sale is made.
Choosing a revenue item does not create an invoice; it only helps with forecasting.
- Estimated Amount: Enter the amount anticipated for this sale. This amount can be changed later.
- Estimated Close: Enter the date when the sale should be completed. This date can be changed later.
- Probability: This is a code set up in the Admin section to determine how far along this sale is. High, Medium, and Low are the defaults, but customization is possible.
- Assigned To: This indicates which salesperson is working on this opportunity.
- Started on: This defaults to the current date, to indicate when the process was started.
- Source: This indicates how the lead was found. The list of choices can be customized under Admin menu > Manage Codes > Member Codes.
- Closed/Lost: If the sale has been closed or lost, mark with this drop-down bar. It will ask for a date when the sale was closed or lost, and indicate the Actual Amount value if closed, or the Lost Reason if lost.
- Notes: Enter any details that will be helpful through the sale.
Searching for Sales Opportunities
- Select Profiles menu > Sales Opportunities.
All open sales opportunities will appear in the search results by default.
- Each page will show 20 opportunities, with page numbers at the bottom if there are more than 20 opportunities. Sort by any of the columns by selecting the column header.
- Open a profile by selecting the profile name. To the right of each profile are options to Edit and Delete the opportunity.
Filter the list using the search fields at the top.
- Assigned to: Search for all sales opportunities assigned to a specific user.
- Probability: Search for all sales opportunities that have a specific probability of success. Otherwise leave this set to All for all probability levels.
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Estimated close date: Search for all sales opportunities that have an estimated close date relative to the date entered.
- Equals: This option will look for the estimated close date entered.
- Not equal: This option will look for any estimated close date except the date entered.
- Greater than: This option will look for any estimated close date after the date entered.
- Less than: This option will search for any estimated close date before the date entered.
- In the period: This option will search for any estimated close date within the period selected (e.g., Last 1 Day, Last 7 Days, Last 30 Days, Month to Date, etc.).
- Revenue item: Search for all sales opportunities that have a specific revenue item(s). A list of possibilities will appear as the file dis filled out.
All of the options above are specific to open opportunities (an opportunity that has not been marked as closed or lost). However, closed or lost opportunities can also be included.
- Include closed sales opportunities: This will include opportunities that were marked as closed.
- Include lost sales opportunities: This will include opportunities that were marked as lost.
Editing a Sales Opportunity
- Find and open the profile.
- Scroll down to the "Sales Opportunities" panel.
- Next to the opportunity you wish to edit, select Edit.
- After making changes, select Save.
An opportunity can also be edited while searching for Sales Opportunities.
Deleting a Sales Opportunity
This CANNOT be undone.
- Find and open the profile.
- Scroll down to the "Sales Opportunities" panel.
- Next to the opportunity you wish to delete, select Delete.
- Click Delete to confirm.