Creating an opportunity is where the workflow starts and a new lead is created.

Opportunities allow you to:

  • Manage your sales pipeline

  • Create quotes with equipment and services

  • Present beautiful multi-media proposals

  • Collaborate internally by tracking notes, tasks, and key milestone changes that happen on the customer level

Creating an Opportunity

To get started with opportunities, navigate to the Opportunities tab.

Opportunities can be viewed one of two ways, in list or Kanban view - Kanban is the default. Each of the vertical bars in the Kanban board represents a user configurable stage of the sales process. Then you simply drag and drop to move the opportunity through your sales pipeline.

Next, you will click the "New Opportunity" button found in the first stage which will present you with a form to capture key information about your new opportunity.

A few areas of interest include:

  • Account - A place to associate additional contacts, make notes, create tasks, upload attachments etc.

  • Project Type - A user-definable selection that informs other members of your team as to the composition of the project (ex. New Construction vs Retro). This can also be used to help calculate budgets and other defaults for the opportunity

  • Budget - this is your estimated budget and serves as a target for your quotes

  • Square Feet - A way to auto-calculate the total length of materials such as cable-based on this value and others that you have provided

  • Taxes - Taxes can be configured under the Advanced section

Tip: Even though most fields are optional, consistently entering in this information will help us track trends and identify areas of improvement.

Once the form is complete, the "Create and start quote" button will create the opportunity and redirect you to the opportunity's quote where you can begin adding products and services to the quote.

Alternatively, you can choose the "Create" button which will bring you to the newly created opportunity where you can provide more details about the opportunity, create tasks, share with resources in your company, and attach files.

What's next?

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