In this article, we’ll guide you on how to create and manage opportunities using CRM As A Service to help you optimize your sales process and maximize every lead.
In CRM terms, an "opportunity" represents a potential deal or sale that has advanced beyond the initial contact phase. It’s a lead that has shown sufficient interest and engagement to be considered a viable prospect. By managing opportunities effectively, you can track the progress of potential sales, optimize your approach, and increase your chances of closing deals.
Let's see how simple it is to create and manage opportunity using this powerful tool, watch this video or read the rest of this blog post.
Convert a Lead Into an Opportunity
Once a lead has shown enough interest or engagement, it's time to qualify it as a potential business opportunity.
Convert from the List of Leads
Go to your List of Leads in the CRM As A Service app.
Locate the lead you wish to convert.
Click on the ellipsis (three dots) on the right-hand side of the lead entry.
Select the 'Convert' option from the dropdown menu.
All the details you’ve entered—such as lead title and company—automatically carry over into the opportunity. No need to re-enter any information.
Convert from the Lead Form
Alternatively, you can convert a lead directly from the Lead Form:
Open the Lead Form for the lead you want to convert.
Look for the 'Convert to Opportunity' button or option within the form.
Click 'Convert to Opportunity' to transition the lead into an opportunity.
Create an Opportunity from Scratch
In some cases, you might need to create an opportunity directly without a prior lead. To do this:
Navigate to the Opportunities section of CRM As A Service.
Click on the '+ Opportunity' button.
Enter all relevant details for the opportunity, such as title, company, and potential value.
Save the new opportunity to begin tracking and managing it.
