Opportunity Management

Creating an Opportunity

1. Go to Opportunities
2. Click Create Opportunity
3. Fill out the form:

Required fields:

Field	Description
Name	Opportunity name
Amount	Deal value
Close Date	Expected close date

Important fields:

Field	Description
Account	Customer company
Contact	Primary contact
Stage	Current stage
Probability	% chance to win

1. Click Save

Managing Stages

Update the stage as the deal progresses:

Stage	When to use	Probability
Prospecting	Initial contact	10%
Qualification	Need validated	20%
Proposal	Quote sent	50%
Negotiation	Active negotiation	80%
Closed Won	Deal closed	100%
Closed Lost	Deal lost	0%

Adding Contacts with Roles

1. In the opportunity detail open Contacts
2. Click Select or Create
3. For an existing contact set the Role:

Role	Description
Decision Maker	Decides on purchase
Evaluator	Evaluates the solution
Influencer	Influences the decision

Kanban View

For visual pipeline management:

1. In the opportunity list click Kanban
2. Drag cards between columns (stages)
3. Click a card to open detail

Filtering

Use filters to show only your opportunities or a specific time period.

Creating a Quote from an Opportunity

1. In the opportunity detail click Create Quote
2. The system pre-fills:
3. Account
4. Contact
5. Amount
6. Add line items and send

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