Opportunities
The board of deals in progress: value, stage and what is left to close. A lead becomes an opportunity after the meeting, and a won opportunity becomes a client.
Where it is
In Clients, at the top of the panel, click Opportunities. The board also has a shortcut to the Leads board.
The stages
- Qualification — qualifying the interest
- Discovery — finding the pain
- Proposal — proposal sent
- Negotiation — negotiating
- Closed Won and Closed Lost are hidden by default: use Show won and lost
Where an opportunity comes from
When the meeting with a lead happens, the card offers Turn into opportunity. It starts in Proposal, and the lead stays on the leads board.
+ New opportunity: pick a CRM contact or just write the company name, with an optional value and the stage.
On the card
- Value, probability, days in stage and the expected close date — the card tells you when the close date is overdue
- Open the card to edit value, currency, probability, expected close, owner, client and notes, and to see the history, meetings and the conversation with the contact
- The top of the page adds up what is open and the value weighted by probability
Closing
Confirm the final value and date. Won and turn into client creates the client from the company; Just mark as won closes it without creating one.
Pick the reason — price, wrong timing, competitor, no response, no fit or other. It stays in the history and shows where opportunities slip away.
Takes the opportunity off the board and out of the totals. The history, the client and the meetings stay.
In a team
The All or Mine filter shows the whole team’s opportunities or only yours.