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.
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.
With the help of AI, you can generate company descriptions, pain points, and competitors, that can help you with your follow-ups.
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, go to billing, select the phone number, and 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. Connecting on Linkedin
Open the LinkedIn profiles of the contacts by clicking on the "Connect" button.
3. Adding Notes
By clicking on the "Note" button you can add a note that will be applied to a specific contact in that company.
4. Actions
Under the Actions tab, you can manage leads by adding them to targeted sub-sequences or campaigns, scheduling meetings directly, and finding similar leads through the Instantly Lead Finder.
5. Instantly AI
To get a better overview of the company and to personalize your outreach, you can use Instantly AI that will generate the Company Description, Competitors, Pain points, and Customer Profiles.
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.
Opportunity status update - the status will be synced to the lead in the campaign if the opportunity was created automatically when the lead became interested.
But 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.
9. Book a meeting - Google Calendar
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.
Click on the "Actions" option on the top menu and then select "Add a meeting" in the dropdown to book a meeting.
