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Opportunity Management

1. Feature Overview

Opportunities in LeadSquared represent potential deals. Through opportunity management, you can track various aspects of deals in progress. This article will help you understand how to add opportunities to leads, and perform multiple actions on these opportunities such as bulk and grid updates, export opportunities and reset filters. To know how to create Opportunities, refer to Opportunity Configurations.

Opportunity

 

2. Prerequisite

You must be the Administrator of your LeadSquared account to access this feature.

 

3. Add Opportunity

You can add opportunities on leads, who’ve shown interest in different products that your business offers. To add an opportunity –

  1. From the LeadSquared main menu, navigate to Leads>Manage Opportunities.
  2. Click the Add Opportunity button on the right side of the page.
  3. On the Add Opportunity pop-up, fill in the necessary fields.
    • You can assign the opportunity to any user within your organization.
  4. Once you’re done, click Add.

As an alternative, you can also add opportunities on a lead from the Lead Details page.

 

4. Actions

You can take multiple actions on existing opportunities, on the Manage Opportunities page. The types of available actions are –

4.1 Bulk Updates

You can update various lead fields across multiple leads through this action. To do so –

  1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Select the leads for whom you want to update fields by checking the checkbox  against their names. To select all the leads, you can check the checkbox against the Opportunity Name.
  3. From the Actions dropdown, select Bulk Update.
  4. In the Bulk Update pop-up, from the opportunity field dropdown, choose the opportunity field you want to update.
  5. Under New Value, enter the update (in the textbox, if it’s a text update) or select the update (from a dropdown, if the option is available in one).
  6. Once you’re done, click Update.
  7. You’ll get a message stating “Opportunities Updated Successfully”.

Opportunity

 

4.2 Export Opportunity

You can export existing opportunities within LeadSquared. To do this –

  1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. From the Actions dropdown, select Export Opportunity.
  3. If you want to export all the opportunity fields, select “Export all fields”.
  4. If you want to export only selected opportunity fields, select “Export selected fields”.
    • Click Choose fields.
    • You can search for fields by using the Search Fields search box.
    • You can choose fields by checking the checkbox against each opportunity field.
  5. Once you’ve made the selection, click Export.
  6. If the export access is successful, you’ll receive an email with the file download link, to the email Id you’ve registered in your LeadSquared account.

Opportunity

Note:

  • To add or delete fields in your opportunity form, refer to Opportunity Configurations.
  • Per export request, you can export up to 100,000 opportunities. To export beyond this limit, please write to support@leadsquared.com

 

4.3 Reset All Filters

On the Manage Opportunities page, if you’ve used multiple filters to search for opportunities, you can reset them under Actions, by selecting the Reset All Filters option.

Opportunity

 

4.4 Grid Actions

This allows you to edit and add activities actions to an individual opportunity from the Manage Opportunities page. To do this –

  1. From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
  2. Against an Opportunity Name, towards the right side of the page, hover your cursor over the Settings icon icon under Actions.
  3. The Edit action will allow you to change opportunity details in the Update Opportunity Details pop-up. Once you’re done, click Save.
  4. The Add Activity action will allow you to add activities on the opportunity. Once you select an Activity Type, and enter other relevant details, click Add.

Opportunity

 

4.5 View Opportunities

Edit Grid View

On the Manage Opportunities page, you can change the fields that are displayed on the grid. To do this –

  1. One the right side of the grid, click the Grid icon.
  2. On the Select Fields to View in Grid pop-up, on the top right corner, change Show: Selected to Show: All.
  3. Select the fields that you want to view on the grid.
  4. Once you’re done, click Show Selected.
  5. You can also change the current view to default by clicking Restore Default.

Opportunity

 

Expand View

On the Manage Opportunities page, you can view details of an opportunity, by clicking the blank space against on an opportunity.

Opportunity

 

When you click on an existing opportunity, the Opportunity Details page opens up. On this page, you can post activities, tasks and notes to the opportunity. To know more, refer to Opportunity Details.

 

Any Questions?

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