Opportunities
Opportunities are where you can track your potential sales with your customers.
Creating an opportunity
To create an opportunity, go to the Opportunities section and click on the Create button. Fill in the required fields and click on the Save button.
::: tip Important
You have to create the opportunity stages first in the settings under Pipeline Stages
:::
Editing an opportunity
To edit an opportunity, open the opportunity from the opportunity section and click on the Edit button. Make the changes and click on the Save button.
Deleting an opportunity
To delete an opportunity, open the opportunity from the opportunity section and click on Options > Delete.
Importing opportunities
Currently, it is not possible to import opportunities. We are working on this feature.
Opportunity Fields
The following fields are available for opportunities:
- Name
- Stage
Defined in settings - Customer
- Customer’s contact
- Rating
1 - 5 - Value
If you have no products associated, then the value will be used. If there are products associated, then the value will be calculated based on the products - Close date
- Owner
- Custom fields
Needs to be defined in settings
Adding a product to an opportunity
To add a product to an opportunity, navigate to the opportunity’s detail view and click on the Add Product button. If you have not created a product, go to the products section and create a product first in settings.
Click on the pencil icon to edit the product line. Now you can select the product, the quantity and the discount.
After going back to the opportunity’s detail view, you can see the product line in the Products section.
