Opportunities

What Are CRM Opportunities?

CRM opportunities are records linked to potential or existing customers that can be included in one or multiple CRM stages. Opportunities usually represent a potential deal that your space wants to win or a deal you previously won and don't want to lose. Opportunities can be monitored and edited as they move through different CRM stages.

For example, anyone booking a tour of your space can be added as an opportunity that you can then track through a CRM board from the stage where they request a tour of your space to the stage where they sign their first contract.

Another example would be customers who cancel their current plan that you can track as opportunities through a CRM board from the stage where they request the cancellation to the stage where their account is effectively deactivated or deleted.

You can keep track of opportunities via CRM > Opportunities on the Admin Panel.

You can also add or edit opportunities directly from any CRM board.