How to Create an Opportunity

Opportunities are a crucial part of managing your sales pipeline and tracking potential leads.

Updated: June 10, 2024

Here are the steps in creating Opportunities:

1. Navigate to Opportunities in the menu pane.
2. Within the "Opportunities" section, click on the "+Opportunity" button located at the top of the page.
3. Start typing the contact's name in the designated field.
4. The CRM will display a dropdown list of matching contacts. Select the correct contact from the list.
5. The contact's information will automatically populate.
6. Review the populated contact information. If any details are missing, add them at this stage.
7. To add tags, if applicable, enter keywords or phrases that describe the opportunity. Learn more about What are Tags. 
8. Enter the opportunity name. Automatically the client's name will be used.
9. Specify the sales pipeline stage. Choose from options like "New Leads" or "Responsive Lead."
10. Set the opportunity's status to "Opened."
11. Enter the lead value, which to represent the projected gross rental rate for the year.
12. Indicate the source of the lead. Use consistent terminology to ensure accurate reporting. Choose from options like "Email," "Owner Referral," etc.
13. Use the notes section to provide any relevant information about the opportunity or lead interaction.
14. Ensure that tags are correctly applied. Tags help in organizing and filtering opportunities.
15. Double-check all entered information for accuracy.
16. Once verified, click the "Create" button to finalize the opportunity creation.