This guide walks you through the CRM Opportunities feature to help optimize your sales workflow.
Step 1: Access the Opportunities tab
Navigate to the CRM and click on "Opportunities":
Opportunities in campaign analytics include all historical data for leads that were ever marked as positive, even if their status was later changed to negative or the lead was deleted from the campaign.
CRM Opportunities, on the other hand, will remove leads whose status changed to negative or neutral, but deleted positive leads still appear.
Step 2: Locate the opportunity
Enter the domain or email into the search bar to locate the opportunity.
Click the opportunity to open the detailed view(An active CRM plan is required).
Step 3: View details
On the opportunity details page, you'll find everything about the opportunity, including interactions, notes, emails, calls, and more for all contacts in that company.
If the company has multiple contacts, click "All Contacts" to view details for all contacts.
Functionalities of the Opportunities page
1. Sending follow-ups via email, SMS, and making calls
To send SMS or make calls, you'll need to purchase a phone number.
The contact must already have a phone number added as a variable.
2. Adding Notes
To add a note to a specific contact in that company, click the "Note" button.
3. Connecting on LinkedIn
Open the LinkedIn profiles of the contacts by clicking on the "Connect" button.
4. Actions
To subsequence: Move leads to a subsequence
To another campaign: Move leads to another campaign
Add a meeting: Use Instantly to book meetings without opening Google Calendar. Leads will receive an invitation. Note that there isn't a way to configure availability.
Find similar leads: Find similar leads using SuperSearch
Delete: Delete leads
5. Instantly AI
To get a better overview of the company and to personalize your outreach, you can use Instantly AI, which will generate the Company Description, Competitors, Pain points, and Customer Profiles. This feature is available with the Hyper CRM plan.
6. Assigning tasks
Use the Tasks section in the side menu to assign tasks to team members. Assigned members will receive an email notification.
7. Opportunities section
In the "Opportunities" section, you can modify the estimated close date, value, recurrence, priority, user, and notes associated with the opportunity. Here's how:
Click the lead interest status to edit or delete the opportunity
Click + to create a new opportunity manually
Opportunity status update:
The status will be synced to the lead in the campaign if the opportunity was created automatically when the lead is marked with a positive status.
If you create an opportunity manually in this "Opportunities" section and update the status, the opportunity status won't trigger a sync to the lead in the campaign.
8. Contacts section
In the Contacts section, click the three dots to update relevant details (e.g., name, contact info, variable).
