About Opportunities

The Opportunities module allows you to set up a sales pipeline and configure the stages that all your sales will pass through – from an initial enquiry, through to wins and losses.

 

• You can create an Opportunity for the Contact and Company records in your CRM.
• You can also send an Email or SMS directly from an Opportunity record, as well as being able to initiate phone calls and create Tasks, Meetings and Notes.
• Directly from an Opportunity record, you can create Quotes, Sales Orders, Invoices and see Payments and Products that are associated with the sale.

Help Articles

The following articles provide further information about the features and functions of the module:

• • Creating Opportunities
  • Customising Opportunities
  • About the Opportunities form
  • Winning and losing Opportunities
  • Working with Opportunities
  • View other records associated with Opportunities
  • View Opportunities with Dashboards & Reports
  • Changing record visibility
  • Automate adding leads to CRM with Web Forms

Setup Guides

• Setting up your sales pipeline

Videos

You can also see our videos on the following topics:

• • Setting up your Sales Pipeline
  • Creating a Lead
  • Prospect Hunter
  • Creating new lead and customer records

In addition, this video gives you a full overview of how Opportunities work in CRM: