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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.

1 Click on "Inbox".

2. Next, choose the specific contact you're interested in.

2 Then, click on the element.

3. Click on the 'Opportunities' option.

3 Upload

4. Proceed to click the 'Add An Opportunity' button.

4 Then, click on "Add An Opportunity".

5. Now, enter your preferred Opportunity Name.

5 Once that's done, click on the element.

6. Select the pipeline from the given options.

6 Click here.

7. Subsequently, choose the appropriate Stage.

7 Following that, click here.

8. Then, indicate the current Status.

8 Click on the element.

9. Input the value of the opportunity.

9 Then, click on the element.

10. Choose the owner from the provided list.

10 Then, click on "Sara Shumpert".

11. You can add followers if any.

11 Now, click here.

12. Input the Business Name.

12 Following that, click on the element.

13. Provide the source of this Opportunity.

13 After that, click here.

14. Feel free to add any relevant tags.

14 Click on the element.

15. State the Current Lead Status.

15 Click on the element.

16. You may add the current Treatment of Interest.

16 After, click here.

17. To finish, click on the 'Create' button.

17 After, click on "Cancel".

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