Create New Opportunities

Created by Ezra Weinstein, Modified on Fri, 07 Oct 2022 at 11:37 AM by Hannah Harris

How To Create New Opportunities


This is the section where you can create new opportunities from scratch. In most cases, you will be creating opportunities using automation, but it is important to know how to create them from scratch as well.


Opportunity Tab


Contact Info


To create a new opportunity from scratch, you will use this panel.


    • Contact Name ****Add or edit this opportunity's name.\
    • Email ****Add or edit this opportunity's email.\
    • Phone ****Add or edit this opportunity's phone number.\
    • Tags ****Add or edit this opportunity's tags.\
    • Company Name ****Add or edit this opportunity's company name.

Opportunity Info

    • Add Opportunity Name You will need to give your opportunity a name. This is usually the full name of the opportunity or company name.\
    • Select Pipeline ****Here you will select which pipeline you are allocating this new opportunity into. This is very important for organizational purposes and tracking data correctly throughout the pipeline.\
    • Choose a Pipeline Stage ****You will need to assign the opportunity to a certain stage in your pipeline to show and track where they are at in the sales process.\
    • Select Status ****You will need to assign the opportunity with a status. The status shows if the opportunity is still open, closed, or lost.\
    • Input Lead Value ****In order to properly track conversion revenue and costs, you should add monetary values to the opportunities. By default, this is tracked in USD.\
    • Assign Owner/User ****Here you can assign an owner or user to the opportunity. This is very useful when managing sales teams or Call centers so the agents know which opportunities are their responsibility.\
    • Input Source ****If you know where the opportunity came from, you can enter a source here to keep track of acquisition data.

Book/Update Appointment Tab


If you would like to manually add or edit an appointment for a specific opportunity, you can do so here.


Select A Calendar


This is where you would select the calendar you wish to create a new appointment under.


Add Appointment Information


You are required to add the "Day" and "Time Slot" to create a new appointment, but you can leave "Meeting Location" and "Appointment Title" blank if you must.


Tasks Tab


If you would like to manually add a new task for a specific opportunity, you can do so here.


Task Title


Give your new task a title, so it can be easily identified.


Task Description


The task description will mention the person responsible for the task and other details.


Assign Task


You can assign any new task to a team member or leave it unassigned for all team members to see.


Select Due Date


You will need to select a due date by which you would like this task accomplished by.

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