Create and edit opportunities
In the Vendasta CRM, opportunities are a crucial element of the sales pipeline, enabling you to effectively track and manage the potential of each prospect. This article will guide you through the process of creating and editing opportunities within the sales pipeline, ensuring that you can accurately monitor and capitalize on every potential sale. By understanding how to manage opportunities, you'll be better equipped to prioritize your efforts and drive successful outcomes in your sales process.
How to create opportunities from the pipeline board
Step 1: Go to Partner Center > CRM > Opportunities > Board
Step 2: Click Create opportunity
Step 3: Select the Account field and choose an account for the opportunity
click Next > Add Items
Step 4: Check the boxes next to the products or packages you want to add and click Select to confirm.
Step 5: Click Next to continue.
Step 6: Add any additional sales information such as:
- Pipeline
- Stage
- Expected close date
- Type
- Contract length
Step 7: Click Create to add the opportunity to your pipeline.
Access an opportunity
- Go to
Partner Center>CRM>Opportunities>Board - Alternatively, go to
CRM>Companies>Company Name>Opportunities - Click the opportunity you want to access.
- The opportunity will open in a side panel for you to access or edit.
Edit an opportunity
From an open opportunity, click into each section of the Opportunity info to edit.
Opportunity Fields:
- Opportunity name
- Expected close
- Contract Length
- Assignee
- Subscribers
- Pipeline
- Stage
- Type
In addition, you can also click Create order to automatically add the products in the opportunity to a new order for the account.
Please note that it is not possible to delete opportunities in Partner Center once they are created. The opportunity can only be marked as won or lost.