Opportunities

Here is a video for your reference:

Clicking on the opportunity button on the top will land you on all the opportunity lists that your business has. You can also click on “Add opportunity” on the top right corner to add a new opportunity.

Clicking on the “Add Opportunity “ button we can add a new opportunity directly by filling in the details. Such opportunities should be of companies which are already added in the system. For a completely new client you have to follow the entire process starting with adding all lead info.

Beside every opportunity you will see  icon. Clicking on which you can either edit an opportunity or look at it’s details.

Clicking on edit you will land on the below page where you can edit any details in the opportunity that is required.

When you click on “details” tab, we land on the page below:

Next whenever you make a conversation with the lead you can fill it under the opportunity by clicking on the New Communication button on the right side.

When you click on the “ New Communication” button you can fill in the form to add the communication done with the client. The boxes marked in red below are mandatory fields to fill in. Click on the save button to make the entry.

Once there is a progress on an opportunity than we can change the opportunity stage by clicking “change stage” tab on the right

The opportunity stage is broken down in 14 stages. Once there is progress from one stage to another we can click on the ‘change status” button and fill in the form that pops up

You can then fill in the form and then click on save to make the changes effective. You can also click on upload to take a photo or upload it

Next, you can also add quotation to the opportunity by clicking on the “New Quotation” tab on the right hand side

On clicking the new quotation tab, a form will pop up. We can fill the form and click on save button to save the quotation to the system

You can also assign the relevant contact for the project and assign contacts as we progress in the opportunity stages and the contact person from the client side changes. This can be done by clicking on the “assign contact” tab on the right hand side

You can also add documents to the opportunity.On clicking “add documents” we get a pop up form.On the form there is drop down to select the “document type”, you can also add a title for the document name and upload the file. Uploading a file is mandatory.

You can also add a “new activity” that we have done. You have to click on “New Activity” tab on the right hand side.

On clicking the “new activity” tab , a form pop-ups and we can fill the details on the same to keep record of the activity.

A log of your activities will be maintained under the heading “ Activity history”