Add New Opportunity at Client Relationship Management

Add New Opportunity

It is vital that you capture an opportunity as soon as you get a query. Timing is very important for opportunities and the sooner you can get a sales executive to get in touch with the prospective or current client, http://am.co.za/ the better the chance is that you will conduct the sales.

Step 1: Add New Opportunity

Click "Add New Opportunity" button from the menu on top:
Give details regarding what the opportunity is about:
Please note: if the lead is from a known place, you need to put "(from LEAD_NAME)" based on the "Lead From";
Choose a proper category for the opportunity:
For Sales Assistant:
Change the person responsible for the opportunity to "Blank":
For Sales Executive:
Change the person responsible for the opportunity to yourself:
If the lead is from a known place, select "Lead From" accordingly;
Note for Sales Assistant: Choose "PHONE" option only when call received on the listed number;
Call from all other numbers are "MARKETING";
Keep "This opportunity will be visible to:" "Yourself", http://am.co.za/ then "Save and Close".

Step 2: Add Contact & Link to Opportunity

If you have information about a contact person, http://am.co.za/ please add contact by following the instruction here.

After the contact has been added, come back to the opportunity that you have just added by selecting the "Opportunities" button on the top menu bar:
Then click on the Opportunity you just added for details:
Click "Add Link" on the right of "Opportunity Links":
Type the name of the Contact you just added, select the Contact then "Add This Link":
If you have more than one Contact for this Opportunity, add them one by one.

If you need to edit the Opportunity, click "Edit this Opportunity" under "Actions"

If you are a Sales Assistant:

Step 3 Notify Sales Team About the Opportunity

Please use our communication channel and send a notification to sales team about this new opportunity. http://am.co.za/

Create New Opportunity