Seizing Potential: A Guide to Adding Opportunities in Your CRM
Unlock the power of opportunity management in your CRM with this comprehensive guide on adding opportunities. Learn how to capture and track potential deals, enabling you to effectively manage your sales pipeline and drive revenue growth. This article provides step-by-step instructions on adding opportunities, including key details such as lead source, deal value, and expected close date. Whether you're identifying new prospects or nurturing existing leads, mastering opportunity addition ensures you stay organized and proactive in your sales efforts, maximizing your chances of success.
1. Begin by clicking the 'Inbox' section.
2. Next, choose the specific contact you're interested in.
3. Click on the 'Opportunities' option.
4. Proceed to click the 'Add An Opportunity' button.
5. Now, enter your preferred Opportunity Name.
6. Select the pipeline from the given options.
7. Subsequently, choose the appropriate Stage.
8. Then, indicate the current Status.
9. Input the value of the opportunity.
10. Choose the owner from the provided list.
11. You can add followers if any.
12. Input the Business Name.
13. Provide the source of this Opportunity.
14. Feel free to add any relevant tags.
15. State the Current Lead Status.
16. You may add the current Treatment of Interest.