Difference between revisions of "Add Opportunity"

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(→‎What is Add Opportunity?)
(→‎What is Add Opportunity?)
 
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View the list of opportunities displayed in the sales funnel.
 
View the list of opportunities displayed in the sales funnel.
 
The page displays opportunities organized by their current sales stage.
 
The page displays opportunities organized by their current sales stage.
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[[File:FunneIndex.png|250px|thumb|right|Opportunity View]]
  
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[[File:AddOpportunity.png|250px|thumb|right|Funnel View]]
 
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'''Navigation:''' '''sales''' → '''Funnel View'''
 
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# Log in to your CallProof account.
 
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# From the main navigation bar, hover over '''Sales'''.
 
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# Select '''Funnel View'''.
 
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# The '''Funnel View''' page opens.
 
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# View the list of opportunities displayed in the sales funnel.
 
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# The page displays opportunities organized by their current sales stage.
 
 
<div style="clear:both;"></div>
 
<div style="clear:both;"></div>
  
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[[File:opportunity_add.png|200px|thumb|right|Adding a new Opportunity]]
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== Adding an Opportunity ==
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<div style="float:right; margin:0 0 1em 1em;">
  
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== Add Opportunity ==
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{| style="border:0;"
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| [[File:OpporunityAdd.png|250px|thumb|Click the Plus icon]]
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| [[File:OppAdd.png|250px|thumb|Add Opportunity]]
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|}
  
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To create an Opportunity, start by searching contacts.  Enter a contact name, company name, or address and click '''Search'''.
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</div>
  
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'''Navigation:''' '''People''' → '''Contacts'''
  
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Under the Search button is a drop down where search results will appear. Select the contact and company that is needed.  
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# Log in to your CallProof account.
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# From the main navigation bar, hover over '''People'''.
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# Select '''Contacts'''.
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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]].
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# The '''Contacts''' page opens.
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# Click the account (or contact) for which you want to create an opportunity.
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# The account page opens.
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A value and probability can be added.
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# Click the '''Opportunities''' tab.
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# Click the '''Add Opportunity''' button.
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# The '''Add Opportunity''' page opens.
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Select the employee that is working the opportunity.
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# Review the '''Account''' field. This field is populated automatically.
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# Enter an '''Opportunity Name''', if required.
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# Select an '''Opportunity Stage'''.
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Add any notes needed.
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# Select an '''Opportunity Type'''.
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# If you are a manager, select the '''Rep''' who owns the opportunity.
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# Enter the '''Value''' of the opportunity.
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Click Save to save the opportunity.
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# Enter the '''Probability''' (1–100%), if required.
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# Select the '''Close Date'''.
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# Enter '''Notes''', if required.
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# If your company uses the '''People''' tab, select '''Opportunity Personnel''', if required.
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# To associate additional accounts with the opportunity, click '''Add More Account'''.
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# Complete any custom opportunity fields, if available.
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# Click the '''Save''' button.
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# A confirmation message appears, and the opportunity is added successfully.
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# The new opportunity is available on the '''Opportunities''' tab of the account and under '''Sales''' → '''Opportunities''' and '''Sales''' → '''Current Funnel'''.
 
<div style="clear:both;"></div>
 
<div style="clear:both;"></div>

Latest revision as of 14:29, 14 July 2026

Path: Callproof Support - Website - Sales - Add Opportunity


What is Add Opportunity?

Log in to your CallProof account. From the main navigation bar, hover over Sales. Select Funnel View. The Funnel View page opens. View the list of opportunities displayed in the sales funnel. The page displays opportunities organized by their current sales stage.

Opportunity View

Adding an Opportunity

Click the Plus icon
Add Opportunity

Navigation: People → Contacts

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over People.
  3. Select Contacts.
  4. The Contacts page opens.
  5. Click the account (or contact) for which you want to create an opportunity.
  6. The account page opens.
  7. Click the Opportunities tab.
  8. Click the Add Opportunity button.
  9. The Add Opportunity page opens.
  10. Review the Account field. This field is populated automatically.
  11. Enter an Opportunity Name, if required.
  12. Select an Opportunity Stage.
  13. Select an Opportunity Type.
  14. If you are a manager, select the Rep who owns the opportunity.
  15. Enter the Value of the opportunity.
  16. Enter the Probability (1–100%), if required.
  17. Select the Close Date.
  18. Enter Notes, if required.
  19. If your company uses the People tab, select Opportunity Personnel, if required.
  20. To associate additional accounts with the opportunity, click Add More Account.
  21. Complete any custom opportunity fields, if available.
  22. Click the Save button.
  23. A confirmation message appears, and the opportunity is added successfully.
  24. The new opportunity is available on the Opportunities tab of the account and under Sales → Opportunities and Sales → Current Funnel.
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