CRM - Opportunities

Included Features

• Pipeline View: Drag-and-drop interface to manage opportunities by stage
• List View: Sortable, filterable table for bulk data management
• Opportunity Profile Page: Detailed record with timeline, activity history, and linked CRM data
• Edit Opportunities: Click into an opportunity's profile to add tasks, notes, see calls and meetings, or update contact information
• Import/Export: Bulk manage opportunities via CSV
• Flexible Closing Options: Mark deals as Closed Won or Closed Lost
• Automation Support: Trigger actions and campaigns based on opportunity behavior

Access: Navigate to CRM → Opportunities. The default view is Pipeline View.

Procedure

1. Create an Opportunity

• Manual: CRM → Opportunities → Create Opportunity → fill in details → Create
• CSV Import: CRM → Opportunities → Import → upload CSV → map fields → confirm import
  ⚠️ Note: Updating existing opportunities overwrites mapped fields. Always back up before importing.

2. Edit an Opportunity

• From Opportunities Page: Click opportunity → edit fields → auto-save
• From List View: Action menu → Edit Opportunity → Save

3. Close an Opportunity

• Methods: Drag-and-drop to Closed Won/Lost, click the buttons in the profile, or manually update Stage field.
• When marking as Lost, select a reason; all changes log activity notes for reporting.

4. Set Up Pipelines

• Click Set up a pipeline → Add Stage or remove (except default stages).
• ⚠️ Warning: Closed Won/Lost stages cannot be removed.

5. Manage Multiple Pipelines

• Click Create Pipeline → add as many as needed.
• To remove, click Delete after reassigning opportunities.

6. Automate Opportunity Actions

• Example A: Automatically create opportunities from Webchat → AI identifies service, creates opportunity, sends follow-up SMS, creates task.
• Example B: Trigger campaign when opportunity reaches a stage → starts predefined campaign automatically.
• Example C: Move opportunity when a meeting is booked → automation moves opportunity to "Appointment Set."

Best Practices

• Back up opportunities before bulk imports
• Regularly review pipelines to remove stale deals
• Link every opportunity to a contact for full visibility
• Assign an owner to opportunities

FAQs