Opportunities

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.

Edit Opportunities

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.

Editing an Opportunity

Navigation: Sales → Opportunities

1. Log in to your CallProof account.

1. From the main navigation bar, hover over Sales.

1. Select Opportunities.

1. The Opportunities page opens and displays the list of opportunities.

1. Locate the opportunity that you want to edit.

1. Click the Edit (pencil) icon next to the opportunity.

1. The Update Opportunity page opens.

1. 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)

1. Click the Save button.

1. A confirmation message appears, and the opportunity is updated successfully.

1. 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.