Add/Edit a Sales Opportunity (browser version)

To add a new Sales Opportunity, you can click "Add a Sales Opportunity" from a profile directly, or from the Sales Opportunities search page (you'll first find the profile to assign to the new Sales Opportunity). If you've searched for the profile you want to add the Sales Opportunity to, or if you've just created your prospect profile, you can find the Sales Opportunities section by scrolling down on the right of the profile:

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To add a new item, click the Add a Sales Opportunity link. The following window will appear:

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In the upper right corner, the Sales Opportunity allows you to indicate which related profile you are working with for this particular opportunity. You can click the dropdown to change the default value. 

Revenue Item: this indicates what you're trying to sell. It should be the Revenue Item that will be used if you make the sale, on the new invoice (invoices are not created automatically from this record - this is just for forecasting).

Estimated Amount: enter the amount you anticipate this sale will be. This amount can be changed as you progress through the process.

Estimated Close: enter the date by which you want to complete this sale. This can be updated throughout the process as well

Probability: this is a code that you can set up in your Admin section to determine how far along in the process this sale is. High, Medium, and Low are the defaults, but you can customize this list to reflect your own process. 

Assigned To: this indicates which Sales Person is working on a specific Opportunity

Started: defaults to the current date, to indicate when the process was started

Source: indicates where this lead came from. This list can also be customized in your Admin codes

Closed/Lost: once you've either closed the sale, or determined that you cannot make this sale and want to set it as Lost, you can choose the appropriate option from this dropdown. It will then prompt you to set the date closed or lost, as well as indicate the Actual Amount value if closed, and the Lost Reason if lost.

Notes: enter any details that will be helpful to you as you work through the sale.

You can click Edit on a Sales Opportunity to change any of these fields at any time, from the profile, the Sales Opportunity Search, or your Dashboard. 

 

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 This feature is included or available for purchase with the following Atlas packages.

 

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