Difference between revisions of "Opportunities"

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Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Sales]] - [[Opportunities]]
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Path: [[Callproof Support]] - [[Website]] - [[Sales]] - [[Opportunities]]
  
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== Viewing Opportunities Report ==
  
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[[File:opportunities.jpg|200px|thumb|right|Index of Opportunities]]
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Opportunities track a sale as it moves along the company process.  The [[Current Funnel]] shows a visual representation of the opportunities.  The levels of the Current Funnel can be customized by clicking on [[Opportunity Types]] from the [[Sales]] tab of the [[Navigation Bar]].
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== What are Opportunities? ==
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[[File:OpporuntiyIndex.png|250px|thumb|right|Index of Opportunities]]
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'''Navigation:''' '''Sales''' → '''Opportunities Report'''
  
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Opportunities track a sale as it moves along the company process. The [[Current Funnel]] shows a visual representation of the opportunities. The levels of the Current Funnel can be customized by clicking on [[Opportunity Types]] from the [[Sales]] tab of the [[Navigation Bar]].
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# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Sales'''.
 +
# Click '''Opportunities Report'''.
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# The '''Opportunities Report''' page opens.
 +
# View the list of opportunities and their details.
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# Use the available filters to refine the report, if required.
 +
# The report displays opportunity information based on the selected criteria.
  
 +
<div style="clear:both;"></div>
  
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== Exporting Opportunities ==
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== Exporting Opportunities Report ==
  
 
Clicking Export Opportunities to receive a comma separated value file (CSV).  CSV files can easily be opened in Excel and other spreadsheet applications.
 
Clicking Export Opportunities to receive a comma separated value file (CSV).  CSV files can easily be opened in Excel and other spreadsheet applications.
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[[File:OppExport.png|250px|thumb|Exporting Opportunities]]
  
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'''Navigation:''' '''Sales''' → '''Opportunities'''
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 +
# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Sales'''.
 +
# Select '''Opportunities'''.
 +
# The '''Opportunities''' page opens and displays the list of opportunities.
 +
# Click the '''Export Opportunities Report''' button.
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# The '''Export Opportunities''' page opens.
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# Review the message indicating that the report is generated in the background and will be emailed to you when it is complete.
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# Click the '''Create Opportunities Report''' button.
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# If prompted, confirm the export.
 +
# Wait for the export process to complete. Large reports may take additional time to generate.
 +
# When the export is complete, check your email for the report link.
 +
# Open the report from the email, or access it from the '''Exports''' list in your CallProof account.
 +
 +
=== Notes ===
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 +
* The '''Export Opportunities Report''' option is available only to users with export permissions.
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* Only one opportunities export can run at a time. If an export is already in progress, wait until it finishes before starting another export.
 +
* If a previous export has completed, the page displays the completed export file and its completion time.
  
 
== Add Opportunity ==
 
== Add Opportunity ==
  
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Click [[Add Opportunity]] to add a New Opportunity.  This will go to the [[Add Opportunity]] screen. 
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<div style="float:right; margin:0 0 1em 1em;">
  
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More Info: [[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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</div>
  
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'''Navigation:''' '''People''' → '''Contacts'''
  
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[[File:opportunities_edit.jpg|200px|thumb|right|Editing an Opportunity]]
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# Log in to your CallProof account.
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== Edit Opportunities ==
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# From the main navigation bar, hover over '''People'''.
 +
# Select '''Contacts'''.
 +
# The '''Contacts''' page opens.
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# Click the account (or contact) for which you want to create an opportunity.
 +
# The account page opens.
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# Click the '''plus''' icon.
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# Click the '''Add Opportunity''' button.
 +
# The '''Add Opportunity''' page opens.
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# Review the '''Account''' field. This field is populated automatically.
 +
# Enter an '''Opportunity Name''', if required.
 +
# Select an '''Opportunity Stage'''.
 +
# 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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# Enter the '''Probability''' (1–100%), if required.
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# Select the '''Close Date'''.
 +
# Enter '''Notes''', if required.
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# If your company uses the '''People''' tab, select '''Opportunity Personnel''', if required.
 +
# To associate additional accounts with the opportunity, click '''Add More Account'''.
 +
# 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>
  
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== Editing an Opportunity ==
 
Click on the Employee, Type, Value, Probability, Derived, or Close Date to edit the opportunity.  (Note: Clicking on the company or contact will open the company or contact edit page for updating.)
 
Click on the Employee, Type, Value, Probability, Derived, or Close Date to edit the opportunity.  (Note: Clicking on the company or contact will open the company or contact edit page for updating.)
 +
The Edit Opportunities allows the Opportunity Type, Value, Probability, Employee, Notes and Close Date can be updated here.  Once the data is updated, click '''Update''' to save the information.
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The bottom half of the edit page shows the history of this Opportunity.  Any time an Opportunity is updated, a copy is created before the changes are saved.
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<div style="float:right; margin:0 0 1em 1em;">
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{| style="border:0;"
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| [[File:oppEdit.png|250px|thumb|Click the Edit (pencil) icon]]
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| [[File:oppEditView.png|250px|thumb|Update Opportunity]]
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|}
  
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</div>
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'''Navigation:''' '''Sales''' → '''Opportunities'''
  
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The Edit Opportunities allows the Opportunity Type, Value, Probability, Employee, Notes and Close Date can be updated here. Once the data is updated, click '''Update''' to save the information.
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# Log in to your CallProof account.
 +
# From the main navigation bar, hover over '''Sales'''.
 +
# Select '''Opportunities'''.
 +
# The '''Opportunities''' page opens and displays the list of opportunities.
 +
# Locate the opportunity that you want to edit.
 +
# Click the '''Edit (pencil) icon''' next to the opportunity.
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# The '''Update Opportunity''' page opens.
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# Update the required fields, such as:
 +
#: * '''Opportunity Name'''
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#: * '''Opportunity Stage'''
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#: * '''Opportunity Type'''
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#: * '''Rep''' (Managers only)
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#: * '''Value'''
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#: * '''Probability''' (1–100%)
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#: * '''Close Date'''
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#: * '''Notes'''
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#: * '''Opportunity Personnel''' (if applicable)
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#: * '''Linked Accounts''' and 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 updated successfully.
 +
# The updated opportunity is reflected in the '''Opportunities''' list and the '''Funnel View'''.
  
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=== Notes ===
  
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The bottom half of the edit page shows the history of this Opportunity. Any time an Opportunity is updated, a copy is created before the changes are saved.
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* Non-managers can edit only their own opportunities.
 +
* Managers can edit opportunities for users in their company.
 +
* If an opportunity stage is locked, the '''Probability''' field may be read-only.

Latest revision as of 14:53, 14 July 2026

Path: Callproof Support - Website - Sales - Opportunities

Viewing Opportunities Report

Opportunities track a sale as it moves along the company process. The Current Funnel shows a visual representation of the opportunities. The levels of the Current Funnel can be customized by clicking on Opportunity Types from the Sales tab of the Navigation Bar.

Index of Opportunities

Navigation: Sales → Opportunities Report

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Sales.
  3. Click Opportunities Report.
  4. The Opportunities Report page opens.
  5. View the list of opportunities and their details.
  6. Use the available filters to refine the report, if required.
  7. The report displays opportunity information based on the selected criteria.

Exporting Opportunities Report

Clicking Export Opportunities to receive a comma separated value file (CSV). CSV files can easily be opened in Excel and other spreadsheet applications.

Exporting Opportunities

Navigation: Sales → Opportunities

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Sales.
  3. Select Opportunities.
  4. The Opportunities page opens and displays the list of opportunities.
  5. Click the Export Opportunities Report button.
  6. The Export Opportunities page opens.
  7. Review the message indicating that the report is generated in the background and will be emailed to you when it is complete.
  8. Click the Create Opportunities Report button.
  9. If prompted, confirm the export.
  10. Wait for the export process to complete. Large reports may take additional time to generate.
  11. When the export is complete, check your email for the report link.
  12. Open the report from the email, or access it from the Exports list in your CallProof account.

Notes

  • The Export Opportunities Report option is available only to users with export permissions.
  • Only one opportunities export can run at a time. If an export is already in progress, wait until it finishes before starting another export.
  • If a previous export has completed, the page displays the completed export file and its completion time.

Add 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 plus icon.
  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.

Editing an Opportunity

Click on the Employee, Type, Value, Probability, Derived, or Close Date to edit the opportunity. (Note: Clicking on the company or contact will open the company or contact edit page for updating.) The Edit Opportunities allows the Opportunity Type, Value, Probability, Employee, Notes and Close Date can be updated here. Once the data is updated, click Update to save the information. The bottom half of the edit page shows the history of this Opportunity. Any time an Opportunity is updated, a copy is created before the changes are saved.

Click the Edit (pencil) icon
Update Opportunity

Navigation: Sales → Opportunities

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Sales.
  3. Select Opportunities.
  4. The Opportunities page opens and displays the list of opportunities.
  5. Locate the opportunity that you want to edit.
  6. Click the Edit (pencil) icon next to the opportunity.
  7. The Update Opportunity page opens.
  8. Update the required fields, such as:
    * Opportunity Name
    * Opportunity Stage
    * Opportunity Type
    * Rep (Managers only)
    * Value
    * Probability (1–100%)
    * Close Date
    * Notes
    * Opportunity Personnel (if applicable)
    * Linked Accounts and any Custom Opportunity Fields (if available)
  9. Click the Save button.
  10. A confirmation message appears, and the opportunity is updated successfully.
  11. The updated opportunity is reflected in the Opportunities list and the Funnel View.

Notes

  • Non-managers can edit only their own opportunities.
  • Managers can edit opportunities for users in their company.
  • If an opportunity stage is locked, the Probability field may be read-only.
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