This guide walks you through the Opportunities feature in CRM to help streamline 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
Click 'Filters' to filter opportunities by Campaign, List, Time Range, Lead Owner, or Stages
Or 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).
You can also create opportunities manually by clicking the 'Create opportunity' button in the top-right(An active CRM plan is required).
Step 3: View details
Click an opportunity card to view its details.
Click Open Contact to view the detailed page
Click Positive or Others to change the lead status
Update the opportunity value
View the closed date
Assign an owner
Add notes
Check whether the opportunity was created manually or automatically from the lead’s response.
Functionalities of the Opportunities page
On the opportunity detail page, you'll find everything about the opportunity, including interactions, notes, emails, calls, and more for all contacts in that company.
1. Sending Email, SMS, and making calls
To send SMS or make calls in the CRM, you'll need to purchase a phone number from us.
The contact must already have a phone number added as a variable.
2. Adding Notes
To add a note to a specific lead in that company, click the "Note" button.
3. Find similar leads
Find similar leads using Lead Finder.
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.
Delete: Delete leads
5. Tasks
Switch to the Tasks tab to create and assign tasks to team members. Assigned members will receive an email notification.
6. Opportunities section
In the "Opportunities" section, click the opportunity to modify the estimated close date, value, recurrence, priority, user, and notes associated with the opportunity, or click the trash icon to delete the opportunity.
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.
7. People
If the company has multiple leads, check the 'People at company' section to view details for all leads.
