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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. To know how to create Opportunities, refer to Opportunity Configurations.

Opportunity

 

2. Prerequisites

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

 

3. Activities

You can add and track activities on your opportunities from the Manage Opportunities 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.
  2. Click on any existing opportunity.
  3. Click the Activity Details button.
  4. On the Add Notable Activity pop-up, from the Activity Type dropdown, select an activity.
  5. You can add an activity date and additional activity details in the pop-up.
  6. Once you’re done, click Add.
  7. You’ll get a notification once the activity is 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 the  icon.
  • To delete an existing activity, hover your cursor on the right side of an entry, and click the Delete icon.

Opportunity

 

3.3 Activity Actions

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

EditTo make edits to the activities that have been posted on the opportunity.
Change OwnerTo change the current owner the opportunity is tagged to.
Change StatusTo update the current status of the opportunity, along with stating a reason and adding comments as to why the status has changed.

Opportunity

 

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.

Opportunity

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

 

4. Tasks

You can add and track tasks on your opportunities from the Manage Opportunities 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. From the LeadSquared main menu, navigate to Leads>Manage Opportunities.
  2. Click on any existing opportunity.
  3. On the Opportunity Details page, hover your cursor over the Activity Details button.
  4. From the list of available tasks, choose a task.
  5. In the Create Task pop-up, enter all the required details.
  6. Once you’re done, click Save.

Opportunity

 

4.2 View Tasks

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

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

Opportunity

 

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. From the LeadSquared main menu, navigate to Leads>Manage Opportunities.
  2. Click on any existing opportunity.
  3. On the Opportunity Details page, click the button.
  4. In the Add Note pop-up, add relevant notes.
  5. Click Attach File to upload relevant files to the opportunity. Check file type and size.
  6. Once you’re done, click Save.

Opportunity

 

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

Opportunity

 

Any Questions?

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