Opportunities Settings
  • 15 Sep 2022
  • 4 Minutes to read
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Opportunities Settings

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All opportunity records include multiple tabs that help you manage opportunities and keep track of any changes. The settings available in each tab are detailed below.

Details

This tab lets you control an opportunity's basic information.

Opportunities_DetailsSettings.png

Number Name Details
1 Customer Lets you select a customer record that's linked to the opportunity.
2 Stage Lets you select which CRM stage you want to assign to the opportunity. You can easily move opportunities between board by selecting a different stage.
3 Type Lets you select an opportunity type. Opportunity types are a great way to categorize opportunities and populate the General notes field with a template.
4 Source Lets you select which source brought the opportunity. You can only select one source per opportunity.
5 Status Lets you edit the status of your opportunity. In progress means the opportunity is still moving through different stages. Won means the opportunity led to a sale. Lost means that the opportunity didn't lead to a sale.
6 General notes Lets you add any notes that you want admins to easily see when they click on the opportunity. If you assigne a Type to the opportunity, this field is automatically populated with what you added in the Opportunity Type's template.
7 Value Lets you define the revenue you expect from this opportunity if you win it. For example, if you expect the opportunity to sign up to a monthly plan priced at $1,000, the opportunity's value would be $1,000.
8 Follow up by Lets you define a follow-up day for the opportunity. For example, if you want to check on the opportunity 3 days after their tour and they visited on the 5th, you would follow-up on the 8th. You can also quickly edit this date by clicking one of the options below. Add a day moves the Follow up by date to the next day. Add a week moves the Follow up by date to the same day on the following week. Add a month moves the Follow up by date to the same day on the following month.

Referrers

This tab lets you assign referrers to an opportunity.
Opportunities_ReferrersSettings.png

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1 Referring customer This field lets you select a customer as opportunity's referrer. For example, one of your current customers recommended the space to a friend who is now an opportunity that booked a tour of your space.
2 Referring agent/broker This field lets you define an external referrer for the opportunity. For example, you hired several people to send you leads and you want to track which external agent brought each opportunity.

Notes

This tab lets you add all types of notes to an opportunity.

Opportunities_NotesSettings.png

Number Name Details
1 Internal Notes This field lets you add any note to the opportunity's record. Internal notes are only visible to admins with access to opportunities.
2 Add note Click on this button to add a new note to the opportunity's record.
3 Copy last note Click on this button if you want to copy the text in the latest note in the opportunity's record.
4 Delete note icon Click on this icon to delete any of the internal notes in the opportunity's record.

Tasks

This tab lets you manage all the tasks linked to an opportunity.

Opportunities_TasksSettings.png

Number Name Details
1 Segments This option lets you quickly filter the opportunity's tasks.
2 Search bar This option lets you quickly find the relevant tasks by typing one or multiple keywords.
3 Filters This option lets you quickly filter the opportunity's tasks by Name, Task is complete, Due on, Created on or Last updated on.
4 Add task This option lets you add a new task directly from the opportunity's record.
5 Checkbox Lets you select multiple tasks to trigger one of the available options in the Bulk actions menu. You can mark the tasks as complete, delete them, or access their audits.
6 More icon Click on this icon to quickly mark a task as complete or to delete the task.

Proposals

This tab lets you access all the proposals linked to an opportunity.

Opportunities_ProposalsSettings.png

Number Name Details
1 Status This tag lets you know the status of the proposals linked to an opportunity. Draft means that the proposal hasn't been sent to the opportunity yet. Sent means that the proposal was sent to the opportunity was sent to the customer but they haven't accepted it yet. Seen means that the customer opened the proposal but hasn't accepted it yet. Accepted means that the opportunity accepted the proposal.
2 More icon Click on the icon to trigger one of the following actions: send the proposal, accept the proposal on behalf of the opportunity, create an identical copy of the proposal, create a proposal document with or without signature.

History

This tab lets you see who manually moved an opportunity and when.

Opportunities_HistorySettings.png


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