How to create an opportunity
How to create an opportunity. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Pipeline and press New opportunity (or use the same button on a customer's Opportunities tab to pre-fill the customer).
- Fill in Opportunity (name) and Customer and Stage (required).
- Add Total contract value, Duration (months), Expected close, Owner, Lead source, Job type, Site address and County.
- Press Save.
Tip
If you leave Monthly rental value empty it is calculated as value ÷ duration. Creating an opportunity at stage Lead alerts Sales and the owner. Only Owner / Administrator, Office Manager and Sales & Estimating can create or edit opportunities.