Add Opportunity - Revision history

Ashley DeBon: /* What is Add Opportunity? */

2026-07-14T14:29:57Z

‎What is Add Opportunity?

Ashley DeBon: /* Adding an Opportunity */

2026-07-14T14:18:24Z

‎Adding an Opportunity

Ashley DeBon at 14:16, 14 July 2026

2026-07-14T14:16:21Z

Ashley DeBon at 14:11, 14 July 2026

2026-07-14T14:11:28Z

Ashley DeBon: /* What is Add Opportunity? */

2026-07-14T14:10:06Z

‎What is Add Opportunity?

Ashley DeBon: /* What is Add Opportunity? */

2026-07-14T14:08:15Z

‎What is Add Opportunity?

Ashley DeBon: /* What is Add Opportunity? */

2026-07-14T14:02:24Z

‎What is Add Opportunity?

Ashley DeBon: /* What is Add Opportunity? */

2026-07-14T14:02:08Z

‎What is Add Opportunity?

Ashley DeBon at 13:56, 14 July 2026

2026-07-14T13:56:09Z

Ashley DeBon: /* What is Add Opportunity? */

2026-07-14T13:54:46Z

‎What is Add Opportunity?

@@ Line 11: / Line 11: @@
 View the list of opportunities displayed in the sales funnel.
 The page displays opportunities organized by their current sales stage.
-[[File:OpporuntiyIndex.png|250px|thumb|right|Opportunity View]]
+[[File:FunneIndex.png|250px|thumb|right|Opportunity View]]
 <div style="clear:both;"></div>

← Older revision		Revision as of 14:18, 14 July 2026
Line 25:		Line 25:
	</div>		</div>

−	~~OpporunityAdd.png~~
	'''Navigation:''' '''People''' → '''Contacts'''		'''Navigation:''' '''People''' → '''Contacts'''

@@ Line 11: / Line 11: @@
 View the list of opportunities displayed in the sales funnel.
 The page displays opportunities organized by their current sales stage.
-[[File:opportunity_add.png|250px|thumb|right|Adding a new Opportunity]]
+[[File:OpporuntiyIndex.png|250px|thumb|right|Opportunity View]]
 <div style="clear:both;"></div>
 == Adding an Opportunity ==
 '''Navigation:''' '''People''' → '''Contacts'''

@@ Line 14: / Line 14: @@
 <div style="clear:both;"></div>
-== Add Opportunity ==
+== Adding an Opportunity ==
-To create an Opportunity, start by searching contacts.  Enter a contact name, company name, or address and click '''Search'''.
+'''Navigation:''' '''People''' → '''Contacts'''
+# Log in to your CallProof account.
-Under the Search button is a drop down where search results will appear.  Select the contact and company that is needed.
+# From the main navigation bar, hover over '''People'''.
+# Select '''Contacts'''.
+# The '''Contacts''' page opens.
-Opportunity Type is the label given to the status of the opportunity.  These can be customized to meet company needs under [[Opportunity Types]] from the [[Sales]] table of the [[Navigation Bar]].
+# Click the account (or contact) for which you want to create an opportunity.
+# The account page opens.
+# Click the '''Opportunities''' tab.
-A value and probability can be added.
+# Click the '''Add Opportunity''' button.
+# The '''Add Opportunity''' page opens.
+# Review the '''Account''' field. This field is populated automatically.
-Select the employee that is working the opportunity.
+# Enter an '''Opportunity Name''', if required.
+# Select an '''Opportunity Stage'''.
+# Select an '''Opportunity Type'''.
-Add any notes needed.
+# If you are a manager, select the '''Rep''' who owns the opportunity.
+# Enter the '''Value''' of the opportunity.
+# Enter the '''Probability''' (1–100%), if required.
-Click Save to save the opportunity.
+# Select the '''Close Date'''.
 <div style="clear:both;"></div>

@@ Line 11: / Line 11: @@
 View the list of opportunities displayed in the sales funnel.
 The page displays opportunities organized by their current sales stage.
+[[File:opportunity_add.png|250px|thumb|right|Adding a new Opportunity]]
 <div style="clear:both;"></div>
 == Add Opportunity ==

@@ Line 12: / Line 12: @@
 The page displays opportunities organized by their current sales stage.
-[[File:FunneIndex.png.png|250px|thumb|right|Funnel View]]
+[[File:AddOpportunity.png|250px|thumb|right|Funnel View]]
 '''Navigation:''' '''sales''' → '''Funnel View'''

← Older revision		Revision as of 14:02, 14 July 2026
Line 4:		Line 4:

	== What is Add Opportunity? ==		== What is Add Opportunity? ==
−
−	~~Navigation: sales → Funnel View~~

	Log in to your CallProof account.		Log in to your CallProof account.

@@ Line 5: / Line 5: @@
 == What is Add Opportunity? ==
-Add Opportunities to be tracked as it moves along different sales stages.  The [[Current Funnel]] will give a visual representation as an Opportunity moves through different stages.
+Navigation: sales → Funnel View
 [[File:FunneIndex.png.png|250px|thumb|right|Funnel View]]

@@ Line 16: / Line 16: @@
 # View the list of opportunities displayed in the sales funnel.
 # The page displays opportunities organized by their current sales stage.
+<div style="clear:both;"></div>
 [[File:opportunity_add.png|200px|thumb|right|Adding a new Opportunity]]
@@ Line 41: / Line 41: @@
 Click Save to save the opportunity.