This guide is a walkthrough of the opportunities feature in CRM, helping you improve your sales workflow.
Step 1: Access the Opportunities tab
Navigate to the CRM, and click the "Opportunities" section:
Step 2: Locate the opportunity
Once you are in the opportunities section, use the filter "Search by lead" to find the opportunity.
Click on the opportunity to open the detailed view. An active CRM plan is required.
Step 3: View the details on the opportunities page
On the opportunity details page, you'll find all the information about the opportunity. The data includes all the interactions, notes, emails sent, calls made, etc., for all the contacts in that company.
If the company has more than one contact, they will be listed in the "Contacts" section, and you can edit and interact with individual contacts.
Functionalities of the Opportunities page
1. Sending follow-ups via email, SMS, and making calls
For sending SMS and making Calls, you would need a phone number, and the contact needs to have a phone number already added as a variable.
To purchase phone numbers, please go to billing, select the phone number, and enter how many credits you need. Find more info here.
To send an SMS, select the phone number from the "To" field, and your phone number in the "From" field. You can do the calls similarly.
2. Adding Notes
By clicking on the "Note" button, you can add a note that will be applied to a specific contact in that company.
3. Connecting on LinkedIn
Open the LinkedIn profiles of the contacts by clicking on the "Connect" button.
4. Actions
You can manage leads under the Actions tab,
To subsequence: Move leads to a subsequence
To another campaign: Move leads to another campaign
Add a meeting: You can book meetings through Instantly without going to Google to do so. An invitation will be sent to the leads. Please 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
Assign tasks to your team members from the Tasks section on the side menu. Once assigned a task, a team member will receive an email notification.
7. Opportunities section
You can modify pipeline stages, owners, priority, value, and occurrence fields associated with the opportunity in the "Opportunities" section.
Click + to create an opportunity
Click Status to modify or delete opportunities
User - Whenever an Opportunity is created from a lead, it is automatically assigned to the same rep (user) who owns the lead.
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.
To delete an opportunity, click on its status, scroll down, and click the trash can icon.
8. Update any relevant info, such as the contact's name, contact information, and value, or add a new variable in the Contacts section, by clicking on the pencil icon.
