Add Opportunity - Revision history

Jeff Epperson at 16:38, 3 December 2014

2014-12-03T16:38:41Z

Jeff Epperson at 20:20, 30 September 2013

2013-09-30T20:20:17Z

Jeff Epperson at 19:53, 30 September 2013

2013-09-30T19:53:29Z

Jeff Epperson at 19:52, 30 September 2013

2013-09-30T19:52:20Z

Jeff Epperson at 19:45, 30 September 2013

2013-09-30T19:45:52Z

Jeff Epperson at 19:45, 30 September 2013

2013-09-30T19:45:15Z

Jeff Epperson at 19:44, 30 September 2013

2013-09-30T19:44:43Z

Jeff Epperson at 19:43, 30 September 2013

2013-09-30T19:43:21Z

Jeff Epperson at 19:42, 30 September 2013

2013-09-30T19:42:08Z

Jeff Epperson: Created page with "Path: Callproof Support - Website - Navigation Bar - Sales - Add Opportunity Add opportunities here as a deal develops. The Current Funnel will give a vi..."

2013-09-30T19:41:41Z

Created page with "Path: Callproof Support - Website - Navigation Bar - Sales - Add Opportunity Add opportunities here as a deal develops. The Current Funnel will give a vi..."

New page

Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Sales]] - [[Add Opportunity]]

Add opportunities here as a deal develops. The Current Funnel will give a visual representation as an Opportunity moves through different stages.

To add an Opportunity, start by searching contacts. Enter a contact name, company name, or address and click '''Search'''.

Under the Search button is a drop down where search results will appear. Select the contact and company that is needed.

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]].

← Older revision		Revision as of 16:38, 3 December 2014
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−	Path: [[Callproof Support]] - [[Website~~]] - [[Navigation Bar~~]] - [[Sales]] - [[Add Opportunity]]	+	Path: [[Callproof Support]] - [[Website]] - [[Sales]] - [[Add Opportunity]]

@@ Line 12: / Line 12: @@
 To create an Opportunity, start by searching contacts.  Enter a contact name, company name, or address and click '''Search'''.
 Under the Search button is a drop down where search results will appear.  Select the contact and company that is needed.
 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]].
 A value and probability can be added.
 Select the employee that is working the opportunity.
 Add any notes needed.
 Click Save to save the opportunity.

← Older revision		Revision as of 19:53, 30 September 2013
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	== What is Add Opportunity? ==		== What is Add Opportunity? ==

−	Add ~~new opportunities here so it can~~ be tracked ~~during~~ different stages. The [[Current Funnel]] will give a visual representation as an Opportunity moves through different stages.	+	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.

← Older revision		Revision as of 19:52, 30 September 2013
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		+
		+	== What is Add Opportunity? ==

	Add new opportunities here so it can be tracked during different stages. The [[Current Funnel]] will give a visual representation as an Opportunity moves through different stages.		Add new opportunities here so it can be tracked during different stages. The [[Current Funnel]] will give a visual representation as an Opportunity moves through different stages.

← Older revision		Revision as of 19:45, 30 September 2013
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−	Add opportunities here ~~as a deal develops~~. The Current Funnel will give a visual representation as an Opportunity moves through different stages.	+	Add new opportunities here so it can be tracked during different stages. The [[Current Funnel]] will give a visual representation as an Opportunity moves through different stages.

← Older revision		Revision as of 19:44, 30 September 2013
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		+	[[File:opportunity_add.jpg\|200px\|thumb\|right\|Adding a new Opportunity]]
	== Add Opportunity ==		== Add Opportunity ==

← Older revision		Revision as of 19:43, 30 September 2013
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	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]].		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]].
		+
		+	A value and probability can be added.
		+
		+	Select the employee that is working the opportunity.
		+
		+	Add any notes needed.
		+
		+	Click Save to save the opportunity.

@@ Line 4: / Line 4: @@
-To add an Opportunity, start by searching contacts.  Enter a contact name, company name, or address and click '''Search'''.
+== Add Opportunity ==
 Under the Search button is a drop down where search results will appear.  Select the contact and company that is needed.
 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]].