Editing Opportunities
Modified on: Mon, 26 Feb, 2024 at 1:58 AM
The CRM offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes. In this comprehensive guide, we'll explore the step-by-step process of editing opportunities in the CRM, empowering you to streamline your sales workflow.
In this Article
Step 1: Accessing the Opportunities Section
Log in to your account.
Navigate to the "Opportunities" section from the sidebar menu.
Step 2: Locating the Opportunity to Edit
Once you're in the Opportunities section, locate the opportunity you wish to edit.
You can use search filters or browse through the list of opportunities to find the specific one you need to update.
Click on the name or title of the opportunity to open its details page.
Step 3: Opening the Opportunity Details Page
In the opportunity details page, you'll find fields containing information about the opportunity.
Update any relevant details such as the contact's name, contact information, opportunity value, and opportunity source.
You can also modify pipeline stages, owners, tags, or any other custom fields associated with the opportunity.
Step 4: Adding Notes and Attachments
If necessary, add new notes or additional information about the opportunity by clicking on the "Notes" option in the left sidebar.
All notes added here will also reflect in the corresponding contact's notes also.
Step 5: Setting Tasks and Reminders
If there are specific tasks or follow-up actions associated with the opportunity, set tasks and reminders as needed by opening it from the sidebar.
Assign tasks to yourself or team members, specifying due dates and priority levels.
Similarly, you can also add appointments in the same way.
Tasks and appointments added this way will also reflect on the contact's end.
Step 6: Managing Pipeline Stages
Adjust the pipeline stage of the opportunity to reflect its current status in the sales process.
Move the opportunity through different stages as it progresses towards closure, updating its status accordingly.
Step 7: Managing Opportunity Status
Drag and drop the opportunity to any status as seen in the bottom to update it's status.
Possible statuses for an opportunity are "Open", "Won", "Lost" and "Abandoned". Default status for a new opportunity is "Open".
Marking an opportunity lost also allows you to add a lost reason for the same.
