Manage Opportunities Page

1. Feature Overview

The Manage Opportunities page shows the list of opportunities created for each Opportunity Type. On this page, users can perform actions like adding new opportunities, updating opportunities in bulk, importing and exporting opportunities, adding advanced search filters, customising visible columns, and adding new leads directly. This helps users manage large volumes of opportunities from a single view, reduce manual effort, and convert opportunities into paid deals faster.

2. Prerequisite

Your Admins must configure Opportunity Types on your account.

3. Access the Page

To access the Manage Opportunities page, navigate to Lead Management>Opportunities, and from the left panel, select the opportunity type you want to view. This is the Manage Opportunities page (Bike Loan and Automobile Loan, as shown in the GIF below).

4. Add Opportunity

For a specific opportunity type, you can manually add individual opportunities from the Manage Opportunities page –

1. On the Manage Opportunities page, click the Add Opportunity button.
2. On the Add Opportunity form, add the mandatory details (like lead name, opportunity name, status, etc.) and any other relevant details.
3. Once you’re done, click Save & Close.

5. Import and Export Opportunities

• To import bulk opportunities into LeadSquared through a CSV file, refer to Import Opportunities.
• To export opportunities out of LeadSquared in a CSV file, refer to Export Opportunities.

6. Bulk Actions

Select the list of opportunities on which you want to perform the following bulk actions –

6.1 Bulk Updates

Bulk update opportunity fields across multiple opportunities –

1. On the Manage Opportunities page, select the opportunities you want to update, and click Bulk Update.
2. On the Bulk Update pop-up, select the opportunity field you want to update from the dropdown.
3. In the Update To field, enter the new value for the field.
4. Once you’re done, click Save. The new values are applied across the selected opportunities.

6.2 Bulk Delete

To delete opportunities in bulk –

1. Select the opportunities you want to delete, and click Bulk Delete.
2. On the Bulk Delete pop-up, click Yes, Delete. The selected opportunities are successfully deleted.

6.3 Add Activities and Tasks

To add custom activities, system activities and tasks in bulk to multiple opportunities –

1. Select the opportunities, and click Add Activity.
2. On the Add Activity pop-up, select the Activity Type you want to add from the dropdown.
3. Add the relevant activity details.
4. You can also Add Tasks. Once you click the add button, select the Show All Fields checkbox.
5. Select the Task Type, and add the mandatory and other relevant task details.
6. Once you’re done, click Save & Close.

6.4 Change Owner

To update the opportunity owner in bulk –

1. Select the opportunities, and hover over More Actions.
2. Click Change Owner, and on the pop-up, select the new owner from the Update To dropdown.
3. Once you’re done, click Save.

6.5 Change Status and Stage

To update the opportunity Status and Stage –

1. Select the opportunities, and hover over More Actions.
2. Click Change Status/Stage.
3. On the pop-up, from the Status and Stage dropdowns, select the updated values.
4. Once you’re done, click Save.

7. Manage Columns

Customise the columns on the Manage Opportunities page, including which opportunity and lead fields to display and their order.

1. On the page grid, click the Manage Column button.
2. On the pop-up, under the Select Columns tab, select the opportunity and lead fields you want to display.
3. Under the Reorder Selected Columns tab, reorder the columns as you want them to appear.
   • You can pin up to four columns. Pinned columns remain fixed when you scroll left to right.
4. Once you’re done, click Update.

8. Basic Search

Use the search feature to identify opportunities. The basic search feature has two parts –

• Search bar – Search for opportunities using the opportunity name.
• Filters – Filters are opportunity and lead fields you can apply on this page to retrieve opportunities. Once you select a field, enter the value it must contain. The system retrieves all opportunities that match these values. For example, select the Status filter with the value set to Open to view all matching opportunities.
• Configure Filter Fields – Select the Filter options that are displayed on this page, and click Update. You can select up to 30 opportunity and lead fields. In the GIF below, we add Created By as a new filter and filter opportunities by the logged-in user (Me).

9. Advanced Search

The Advanced Search feature lets you identify opportunities that meet one or more opportunity and or lead filters. Search using both system and custom opportunity and lead fields.

When using this feature, you must add Rules and Groups, which are individual conditions used to identify opportunities

An example of a Rule is All Opportunities IF the Status is Open AND the Stage is Prospecting.

To use the Advanced Search feature –

1. Click Filter, and then click Advanced Filters.
2. On the Advanced Search pop-up, click Add Condition to add the Rule.
3. The Opportunity Type dropdown is preselected. If required, you can change it to Opportunity Activity.
4. The second dropdown is set to “Is” by default and you can update it only if you select Opportunity Activity in the previous dropdown.
5. The opportunity name dropdown is selected by default and cannot be updated.
6. On the fourth, fifth, and sixth dropdowns, select the opportunity field, the operator (Is, Is Not, Does Not Contain, etc.), and the value. You can select multiple values (if applicable).
7. Once you’re done, click Add.
8. Click Show Results or add more rules. When adding multiple rules, use the AND and OR operators.
   • AND – Opportunities that meet all the rules will be fetched.
   • OR – Opportunities that meet any of the rules will be fetched.
   • Here, we select “Status Is Open” AND “Stage is Prospecting, Qualification and Needs Analysis”.
9. Once you’re done, click Show Results. The opportunities that fulfil the conditions are retrieved.

10. Individual Opportunity Actions

Alongside an individual opportunity, you can perform the following actions –

• Edit – Edit the opportunity details.
• Add Activity – Add an activity to the opportunity.
• Add Task – Add tasks to the opportunity.
• Hover over the three-dots menu to perform additional actions –
  • Change Owner – Update the opportunity owner.
  • Change Status/Stage – Update the opportunity status and stage.
  • Delete – Permanently delete the opportunity.

11. Other Actions

You can perform the following additional actions on the Manage Opportunities page –

• Add New Lead – Lets you add a new lead directly from this page. When you create the lead, you can associate it with the opportunity type you’re currently viewing.
• Pagination – Lets you control the number of opportunities displayed on the page. You can display up to 200 opportunities on a single page.
• Refresh – Updates the page with the latest opportunity details.
• Sorting – Let’s you sort the available columns in ascending or descending order –
  • Opportunity Name
  • Date columns (Created On, Modified On, etc.)
  • Number columns (Expected Deal Size, Actual Deal Size, etc.)
  • Status
  • Stage

12. Next Steps

To work on individual opportunities, refer to Opportunity Details.

13. FAQs

1. Why Is the Opportunity Owner Changing Automatically?

• Issue: The Opportunity Owner is being updated automatically, even though no automation or manual changes have been made.
• Cause: This occurs if the Enable Change of Opportunity Owner on Lead Owner change is enabled in Advanced Configurations. When this setting is active, the Opportunity Owner automatically changes to match the Lead Owner whenever the Lead Owner is updated.
• Solution:
  1. Navigate to Settings>Advanced Configuration in your LeadSquared account.
  2. Check if the Enable Change of Opportunity Owner on Lead Owner change setting is enabled.
  3. Disable the setting if you do not want the Opportunity Owner to change automatically when the Lead Owner changes.

2. Why Are Status and Stage Auto-Populating When Creating a New Opportunity?

• Issue: If the Status and Stage fields are automatically filled in when creating a new opportunity in LeadSquared, it could be due to specific settings enabled in your account. These settings allow you to configure default values for Status and Stage, simplifying opportunity creation.
• What to Check:
  • Advanced Configuration: Navigate to the Advanced Configuration section of your LeadSquared account and verify if the Enable Default Status and Change is turned on.
  • Opportunity Type Settings: Check the Opportunity Type configurations (navigate to the field level configurations for the status field)  to confirm whether a default Status and Stage have been pre-configured for new opportunities.

Enabling these settings can save time by pre-populating these fields, ensuring consistency across opportunities. However, if this behaviour isn’t desired, you can disable the default values in the settings.

Any Questions?

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