Create an opportunity

 

Web      iOS       Android

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Web

• Navigate to the Opportunities page.

• Click on the + New Opportunity button, to the right above the table.

 

• Complete the new opportunity form:

• • Depending on your setup, Opportunity Labels may be required.

• • The following fields are mandatory:
    • Opportunity Name
    • Company
    • Opportunity Owner (this is auto-assigned to the creator by default)

• • You can also fill in addition fields:
    • Assigned User
    • Estimated Close Date
    • Opportunity Description
• Once you've completed the form, click Create at the top of the form.
• After the Opportunity is created, you can add Items, Notes, Tasks, and Files to it. 

 

 

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iOS

There are two ways to create a new opportunity: Create an Opportunity in a recording and Manually Create an Opportunity.

Create an Opportunity in a recording

• Tap the + button and select Record note.
• • Pick the company
  • Select the note type
• Begin the recording and say "New Opportunity"
  • Dictate the Opportunity details:
    • Phase: phases are custom for each organization and required.
    • Item name: these are also custom for each organization and required.
    • Amount: dollar amount per product/service being sold.
    • Quantity: number of products/services being sold.
    • Probability: a percentage of how likely is the deal to close.
• Tap the Pause and Upload to create the new opportunity.

 

Manually Create an Opportunity

• Navigate to More.

• Select Opportunities.
• Select Add Opportunity.

• Complete the New Opportunity Form.
• Tap Save in the top right. 

After the Opportunity is created, you can add Items, Notes, Tasks, and Files to it.

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Android

There are two ways to create a new opportunity: Create an Opportunity in a recording and Manually Create an Opportunity.

Create an Opportunity in a recording

• Tap the + button and select Record note.

• • Pick the company
  • Select the note type
• Begin the recording and say "New Opportunity"
  • Dictate the Opportunity details:
    • Phase: phases are custom for each organization and required.
    • Item name: these are also custom for each organization and required.
    • Amount: dollar amount per product/service being sold.
    • Quantity: number of products/services being sold.
    • Probability: a percentage of how likely is the deal to close.
• Tap the Pause and Upload to create the new opportunity.

 

Manually Create an Opportunity

• From the hamburger menu, select Opportunities.
• Select the Add Opportunity button at the bottom.

• Complete the New Opportunity Form.
• When you're finished, tap Save in the top right. 

After the Opportunity is created, you can add Items, Notes, Tasks, and Files to it.

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