Opportunity Details

1. Feature Overview

Opportunities in LeadSquared represent potential deals. On the Opportunity Details page, you can add details pertaining to the opportunity, add activities, tasks and notes to the opportunity, and track the opportunity to completion. This will also enable all the stakeholders to be up-to-date on the current status of the opportunity.

2. Prerequisites

• You must be the Administrator of your LeadSquared account.
• You must have the opportunities feature enabled on your account. To enable it, please write to support@leadsquared.com

3. Activities

You can add and track activities on your opportunities from the Opportunity Details page. You can add activities from the list of activities you’ve created. An example of this is –

• Enquiry phone call
• Opened email
• Clicked on advertisement

To know how to create custom activities, refer to How to Add a Custom Activity.

3.1 Add Activities

1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
2. Under Opportunity Name, click any existing opportunity.
3. On the Opportunity Details page, click the  button.
4. On the Add Activity pop-up, from the Activity Type dropdown, select an activity.
5. You can add the relevant activity details in the pop-up.
6. Once you’re done, click Save & Close. You’ll get a notification once the activity is successfully added.

3.2 Activity History

Under Activity History, you can see the list of changes that have been made. The changes are recorded for the following –

Audit History

• Change in status – Every time there’s a change in the opportunity status.
• Change in source – Every time there’s a change in the opportunity’s source.
• Change in owner – Every time there’s a change in the opportunity’s owner.
• Notes – Every time a note is added.
• To edit an existing activity, hover your cursor on the right side of an entry, and click .
• To delete an existing activity, hover your cursor on the right side of an entry, and click .

3.3 Activity Actions

You can use the Actions dropdown available on the top right corner to make changes to the activity.

3.4 Opportunity Details

The opportunity fields can be updated under the Opportunity Details tab. These are the fields that were included when the opportunity was created. To know how to add or remove fields from the opportunity form, refer to Opportunity Configurations.

Once you’ve updated the opportunity fields, click Save & Close.

4. Tasks

You can add and track tasks on your opportunities from the Opportunities Details page. You can add tasks from the list of tasks you’ve created. Examples of tasks are –

• To-do lists
• Set-up meeting
• Collect documents

To know how to set up custom tasks, refer to How to Create Tasks and Schedule Reminders.

4.1 Add Tasks

1. On the Opportunity Details page, click .
2. From the Task Type dropdown, choose a task.
3. You can add the relevant activity details in the pop-up.
4. Once you’re done, click Save & Close. You’ll get a notification once the task is successfully added.

4.2 View Tasks

Under the Tasks tab, the logs of all the completed and pending tasks are available.

• To mark a task as complete, hover your cursor on the right side of an entry and click .
• To edit an existing note, hover your cursor on the right side of an entry and click .
• To delete an existing note, hover your cursor on the right side of an entry and click .

5. Notes

Add notes to the opportunity to ensure all the stakeholders are on the same page at any given time.

5.1 Add Notes

1. On the Opportunity Details page, click .
2. In the Add Notes pop-up, add relevant notes.
3. Click Add Attachment to upload relevant files to the opportunity. The maximum file size you can upload is 10 MB.
4. Once you’re done, click Save. You’ll get a notification once the note is successfully added.

5.2 View Notes

Under the Notes tab, a record of all the notes that were added is available.

• To edit an existing note, hover your cursor on the right side of an entry, and click the  icon.
• To delete an existing note, hover your cursor on the right side of an entry, and click the  icon.

6. Documents

On the Documents tab, view all the documents that were uploaded to the opportunity. To download a document –

1. Click the  checkbox against a document.
2. Click Download to download the file.
   • Alternatively, you can hover your cursor over the relevant document click alongside the document.

You can click on the document name and open it as a popup for quicker verification against the opportunity’s details.

7. Send Emails

From the Opportunity Details page, you can send one-to-one emails to your leads, as well as view scheduled emails. To do this,

1. Click on the top right corner of the Lead Details Page.
2. To send an email, click Send Email.
3. On the Send Email popup, enter the relevant details and click Send to send the email immediately, or click to schedule the mail for later.

You can also view all the activities related to the email (incoming emails, sent emails, bounced emails, and emails marked as spam), as well as reply to emails, from the Activity History tab.

To view scheduled emails,

1. Click on the top right corner of the Lead Details Page.
2. To send an email, click View Scheduled Email.
3. You will see a popup of the scheduled emails if there are any.
4. On this popup, you can also cancel scheduled emails by clicking on Cancel.

8. Troubleshooting

Why can’t I see the Opportunity Details tab on the lead details page?

If you can’t see the Opportunity Details tab on the lead details page, it may be that your admin has either removed or not added the Opportunity Details tab through the Lead Details View Customization (LDVC) feature. Request your admin to navigate to the Lead Details View feature and add ‘Opportunity Details’ under the ‘Tabs’ section.

Any Questions?

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