ACTION
Populate all active Opportunities
NOTE
This workflow pulls from Companies
This workflow pulls into Proposal and User Dashboard
How to create Opportunity
Navigate to Opportunities
Select ‘Opportunities’ via the blue menu bar on the left of the screen
Create Opportunity
2. Click the ‘Create Opportunity’ button and Input details
‘Company’ and ‘Contact’ pulls from the Companies database, or use quick add button
Make sure contact has email address so it is added into database
Next action date will trigger notification
3. Click ‘Create Opportunity’
Opportunity will now be logged in Opportunity Index as draft
How to convert Opportunity to Proposal
Update Opportunity Status
Select ‘Opportunities’ via the blue menu bar on the left of the screen
Find the required Opportunity, click the status and select ‘Progress to Proposal’
You will be redirected to Create Proposal page, that will be pre populated with the details entered within Opportunity
3. Review details and attach Contract and enter due date
A Proposal is now created, with the same Opportunity sequential number
The Opportunity Index status will be updated to progressed to proposal
Proposal Index will have a new entry with draft status
How to update Opportunity status to Lost/Declined
Update Opportunity Status
Select ‘Opportunities’ via the blue menu bar on the left of the screen
Find the required Opportunity, click the status and reallocate to relevant status.
Status; Cancelled, Lost, declined, Progress to proposal
The Opportunity Index status will be updated to to relevant status
How to edit Opportunity Details
Update Opportunity Details
Select ‘Opportunities’ via the blue menu bar on the left of the screen
Find the required Opportunity, click the opportunity name or edit under 3 dots
Edit Opportunity Details
Click Save
Add Notes about the Opportunity in the notes section for your team to see
Add files to the Opportunity record in the Files Section
An Opportunity can be deleted from the 3 dots on the right on the Opportunity Index