Opportunities Settings
  • 29 Mar 2023
  • 7 Minutes to read
  • Dark
    Light

Opportunities Settings

  • Dark
    Light

Article summary

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

NumberNameDetails
1CustomerLets you link a customer to the opportunity.
2Opportunity nameLets you add a tag to the opportunity in the Opportunities list. This is useful when the same customer is in multiple CRM boards and you need to tell their opportunities apart. image.png
3BoardLets you select which CRM board to assign the opportunity.
4StageLets you select which stage you want to assign to the opportunity. You can easily move opportunities between CRM boards by selecting a different stage.
5TypeLets you select an opportunity type. Opportunity types are a great way to categorize opportunities and populate the General notes field with a template.
6SourceLets you select which source brought the opportunity. You can only select one source per opportunity.
7StatusLets you edit the status of your opportunity to one of the following:
  • 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.
8General notesLets you add any notes that you want admins to easily see when they click on the opportunity. If you assign a Type to the opportunity, this field is automatically populated with what you added in the opportunity type's template.
9ResponsibleLets you specify the admin responsible for this opportunity.
10ValueLets 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.
11Follow up byLets you define a follow-up date 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 following:
  • 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

NumberNameDetail
1Referring customerLets 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.
2Referring agent/brokerLets 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.

This tab also includes the UTM values associated with the opportunity. These values are automatically populated based on the UTM codes of the URL that opportunity used. For more information, check out Using UTM Codes with CRM Opportunities.

Messages

This tab lets you send messages to the customer associated with an opportunity.

Opportunities_MessageSettings

NumberNameDetails
1Search barLets you find the relevant messages by typing one or multiple keywords.
2FiltersLets you filter the opportunity's messages by the following:
  • The message name
  • The message subject
  • When the message was created
  • When the message was last updated
3Send messageLets you send a new message directly from the opportunity's record.
4CheckboxLets you select multiple messages to trigger one of the available options in the Bulk actions menu. You can:
  • Reply to a message
  • Export all messages
  • Delete the selected messages
5ReplyLets you quickly reply to a message.

Notes

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

Opportunities_NotesSettings.png

NumberNameDetails
1New internal noteLets you add an internal note to the opportunity's record. Internal notes are only visible to admins with access to opportunities.
2Add noteLets you add the new note to the opportunity's record.
3Copy last noteLets you copy the text in the latest note in the opportunity's record.
4Search barLets you find the relevant notes by typing one or multiple keywords.
5Delete note iconLets you delete the relevant note in the opportunity's record.

Visits

This tab lets you manage the opportunity's visits to your space.

Opportunities_VisitsSettings

NumberNameDetails
1ViewsLets you quickly filter the opportunity's visits.
2Search barLets you find the relevant visits by typing one or multiple keywords.
3FiltersLets you filter the opportunity's visits by the following:
  • The visitor's name
  • The visitor's access code
  • When they're expected to arrive
  • Whether they've arrived
  • Whether they're here for a tour
  • Whether the tour is confirmed
  • Which team they are part of
  • The purpose of their visit
4Register visitorLets you register the opportunity as a visitor and schedule a visit.
5CheckboxLets you select multiple visitors to trigger one of the available options in the Bulk actions menu. You can:
  • Create a new customer
  • Check the visitor in
  • Send a new invite
  • Export all visits
  • Delete the selected visits
6More iconLets you:
  • Create a customer
  • Check the visitor in
  • Send a new invite

Tasks

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

Opportunities_TasksSettings.png

NumberNameDetails
1ViewsLets you quickly filter the opportunity's tasks.
2Search barLets you find the relevant tasks by typing one or multiple keywords.
3FiltersLets you filter the opportunity's tasks by the following:
  • The task name
  • Whether the task is complete
  • When the task is due
  • When the task was created
  • When the task was last updated
4Add taskLets you add a new task directly from the opportunity's record.
5CheckboxLets you select multiple tasks to trigger one of the available options in the Bulk actions menu. You can:
  • Mark the tasks as complete
  • Access their audits
  • Export all tasks
  • Delete the selected tasks
6More iconLets you mark a task as complete or delete the task.

Proposals

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

Opportunities_ProposalsSettings.png

NumberNameDetails
1ViewsLets you quickly filter the opportunity's proposals.
2Search barLets you find the relevant proposals by typing one or multiple keywords.
3FiltersLets you filter the opportunity's proposals by:
  • The customer name
  • The proposal name
  • The proposal status
  • When the proposal was created
  • When the proposal was last updated
4Add propsalLets you add a new proposal directly from the opportunity's record.
5CheckboxLets you select multiple proposals to trigger one of the available options in the Bulk actions menu. You can:
  • Send the selected proposals by email
  • Accept the selected proposals
  • Copy the selected proposals
  • Create documents to be signed
  • Create documents without a signature
  • Export all proposals
  • Delete the selected proposals
    6StatusLets you know the status of the proposals linked to an opportunity from the following:
    • Draft means that the proposal hasn't been sent to the opportunity yet.
    • Sent means that the proposal was sent to the opportunity but they haven't opened it yet.
    • Seen means that the customer opened the proposal but hasn't accepted it yet.
    • Accepted means that the opportunity accepted the proposal.
    7More iconLets you:
    • Send the proposal
    • Accept the proposal on behalf of the opportunity
    • Create an identical copy of the proposal
    • Create a proposal document to be signed
    • Create a proposal document without a signature

    Files

    This tab lets you see all the documents associated with an opportunity.

    Opportunities_FilesSettings

    NumberNameDetails
    1ViewsLets you quickly filter the opportunity's documents.
    2Search barLets you find the relevant documents by typing one or multiple keywords.
    3FiltersLets you filter the opportunity's documents by:
    • The customer name
    • The document name
    • Whether a signature has been requested
    • Whether the document is signed
    • When the document was created
    • When the document was last updated
    4Add documentLets you add a new document directly from the opportunity's record.
    5CheckboxLets you select multiple documents to trigger one of the available options in the Bulk actions menu. You can:
    • Send the document
    • Download the document
    • Export all documents
    • Delete the selected documents
    6StatusLets you know the status of the documents linked to an opportunity from the following:
    • Out for signature means that the document has been sent to the customer to sign.
    • Signed means the customer has signed the document.
    • Shared means the customer can view the document.
    • Internal means the customer cannot view the document.
    7More iconLets you send or download the document.

    Forms

    This tab lets you see the forms associated with an opportunity.

    Opportunities_FormsSettings

    NumberNameDetails
    1Search barLets you find the relevant forms by typing one or multiple keywords.
    2FiltersLets you filter the opportunity's forms by:
    • The form name
    • When the form was created
    • When the form was last updated
    3Send formLets you add a new form directly from the opportunity's record.
    4CheckboxLets you select multiple forms to trigger one of the available options in the Bulk actions menu. You can:
    • Send the form request again
    • Export all forms
    • Delete the selected forms
    5StatusLets you know the status of the forms linked to an opportunity. Pending means the form has been sent to the customer. Submitted means the customer has sent a response.
    6More iconLets you send the form request again.

    History

    This tab lets you see the opportunity's movement on the CRM board.

    Opportunities_HistorySettings.png


    Was this article helpful?

    Changing your password will log you out immediately. Use the new password to log back in.
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    ESC

    Eddy AI, facilitating knowledge discovery through conversational intelligence