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How to…Create and Edit an Opportunity

To Create an Opportunity, search for the account you wish to add the opportunity to. Select the Opportunity tab on the Record Card.

opportunity tab in BuddyCRM

Add an opportunity to this account by pushing the plus icon and then completing the form below.

add an opportunity from the account record in BuddyCRM

Once you have added an opportunity, you can add additional comments to it, link a product to the opportunity, view any activities relating to this opportunity and change any contact roles relating to the opportunity.

To add a comment on an opportunity, dial down the opportunity by clicking the arrow icon , click into the comments box – write your comment and push Enter.

adding a comment to an opportunity

The comment will appear in a dated list.

list of comments in an opportunity in BuddyCRM

If you would like to link a product to your opportunity, start typing your product into the field (or press space to bring up a list of all products available). Select the one you want, click the plus icon  and it will appear in your linked products section.

list of products to link to an opportunity in BuddyCRM

 

product added to an opportunity in BuddyCRM

 

Any Activities related to this opportunity will appear in the Activity area at the bottom.

 

You can Add Contact Roles to this opportunity, for example if you have a Sales Manager listed as a contact on this account and they are the main decision maker for this opportunity, you can add this to your Contact Roles section. Simply click on the plus icon  next to Contact Roles.

A pop-up will appear, select the contact you wish to add and click Add

 

add a contact to an opportunity in BuddyCRM

 

 

You can click in the role box and add your own role such as ‘Decision Maker’, click out of the box and this will be saved against your opportunity.

Your Opportunities will be shown at the top of the Opportunity tab and they will also by shown in your Activity Feed. In order to edit your opportunity, click on the name of the opportunity and it will ‘dial down’ to display it.

edit opportunity in BuddyCRM

 

To edit the main details of the opportunity, click the pencil icon  in the top right. The popup will allow you to edit the details and update the progress of the opportunity.

Should you wish to mark the opportunity as Won or Lost, click on the buttons Won or LostBuddyCRM will update your details and your opportunity will appear as a closed opportunity on your Opportunity Tab. A tick or cross will display next to the opportunity to indicate won or lost respectively.

closed opportunities shown in BuddyCRM

You can continue to edit details in the closed opportunity by clicking the name of the opportunity and pushing the edit button . The opportunity can also be re-opened if required by clicking the re-open button.

re-open an opportunity in BuddyCRM

Updated on May 21, 2018

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