QuickAppFlow
  • Welcome to QuickAppFlow
  • Product Guides
    • Field Sales
      • Area
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      • Document
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        • Reports by Orders
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        • Reports by Visit
      • Reports by Target
      • Add Customer from the Mobile App
      • Presentations in Mobile App
      • Tracking
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    • CRM
      • Lead
      • Lead Activity
      • Opportunity
      • Opportunity Activity
      • Customer
      • Customer Activity
      • Contact
      • Quotation
        • Share Quotation through Email
      • Invoice
        • Share Invoice through Email
      • Purchase Order
      • Target
      • Marketing
        • Configure Email Campaign
        • Configure SMS Campaign
      • Sales Pipeline
        • Stages
      • Product
      • User Mapping
        • User Permission
      • Company
      • Company Activity
      • Company
      • Bulk Edit Lead
      • Bulk Edit Opportunity
      • Bulk Edit Customer, Contact and Company
      • CRM Users
      • Create Invoice
      • WhatsApp Campaign
      • CRM List
    • Employee Helpdesk
      • Create Ticket
      • Manage Ticket
      • Update Ticket
      • User Mapping
        • User Permission
      • Out Duty Request
      • Regularization Request
      • FAQ and Details
    • Recruitment and ATS
      • Candidate Requisition
      • Create and Manage Job
        • Add Job Image
      • Create and Manage Candidate
      • Job Tracker
        • Add candidates in the tracker
        • Recruiter can perform different action
          • Shortlist
          • Create HW test
          • HW submission reminder
          • Send HW test for review
          • Create technical test
          • Schedule Interview
          • Cancel Interview
          • Send offer approval
          • Send offer
          • Upload resignation
          • Upload documents
          • Update Profile
          • Shared JD
          • Move Candidate
          • Copy Job URL
          • Duplicate Out
          • Propose Candidate
          • On Hold
          • Move to Talent Bank
          • Reject
          • Psychometric Test
          • Psychometric Test Reminder
          • Technical Test Reminder
          • Quickbook Test
        • Bulk Edit and delete candidate
        • Other actions
      • Shortlist candidate for job post
      • Recruitment Setting
      • Create Examiner
      • Create Vendor
      • Publish Job Post to Vendors
      • Configure HW test templates for different job role
      • User Mapping
      • User Permission
      • Add Qualification
      • Add Location
      • Add Skill Type
      • Candidate Portal
      • Examiner Portal
      • My Dashboard
      • Recruiter Status Report
      • Timesheet
      • Emcareer Portal
    • Onboarding
      • Onboarding Process
        • Start Onboarding Process
      • User Mapping
      • User Permission
    • Employees
      • Create Employee
  • Planner
    • Create and Manage Plan
    • Add Plan Member and Create a Container
    • Create and Manage Task
    • Add Documents
    • Create and Manage Template and Template Task
    • Configure Setting
    • Reports
    • Permission Matrix
  • Offboarding
    • Start Offboarding Process
    • Resignation
    • Configure Offboarding Task
    • Offboarding Reason
    • Permission
      • User Mapping
      • User Permission
  • Timesheet
    • How fill up Timesheet
    • How to Approve Timesheet
    • How to Reject Timesheet
    • Timesheet Reports
    • How to view offboarded employee’s timesheet
    • Integrate Timesheet with Attendance
  • Framework
    • How to create form
    • Workflow Designer
    • Form Designer
      • Single Line
      • Multiline
      • Number
      • Decimal
      • QuickAppFlow Lookup
  • Attendance
    • QuickAppFlow Attendance Setup on Mobile
    • Attendance on Desktop
    • My Team Attendance
    • Regularization Request
    • OD Request
    • Geofencing
    • Shift Allocation
    • Report
  • User Management
    • User Permission
  • Employee Helpdesk From Mobile
    • Out Duty Request
    • Regularization Request
  • Leave From Mobile
  • Holiday From Mobile
  • Employee Profile
    • Tax Declaration
  • Employee Performance
    • Set Objective and Employee Self Rating.
    • Employee Performance-Manager Rating
    • Employee Performance-Second Level Manager Rating
  • Meeting Room
  • Expense Management
    • Expense
    • Expense with Ledger
  • Payroll
    • Configure Salary Heads
    • Payroll Structure
    • Schedule and Run Payroll
  • Project Management
    • Configure Project
    • Resource Allocation
    • PM Setting
    • Sprints and Task Management
    • Resource Utilization
    • Project Milestone
    • Reports
    • Candidate Requisition
    • Asset Management
    • Expense Management
  • Policy Document
  • Organization Chart
  • E-Directory
  • Admin Settings
  • Org Event
  • Holiday
  • Helpdesk
    • Manage Ticket.
    • Update Ticket
    • Users
    • Permission
    • Asset
      • Asset Type
      • Asset Category
      • Asset Inventory
      • Asset Search
      • Replenishment
    • Customer Portal
      • How Customer User raise a Ticket
      • Invoice and Quotation
      • How to view customer user request-specific FAQs and details
    • Configure FAQ and Details
  • Asset Management
    • Asset Type
    • Asset Category
    • Asset Inventory
    • Asset Search
    • Replenishment
  • Procurement
    • Procurement Requisition
    • Budget
    • Vendor
    • Purchase Order
    • Invoice
    • Payment
    • Reports
  • Workflow
    • AI Stages
      • Decision-Yes/No
      • Options
      • Output-Details
      • Convert Unstructured Data to Structured
      • Extract Detail
      • Access Image
      • Generate Image
      • Text to Speech Stage
      • Speech to Text Stage
    • General Stages
      • Approval
      • Add Record
      • Update Record
      • Approval Task
      • Condition
      • For Each
      • Add Task
      • Add or Update Record
      • Notifications
        • Notification Email
    • Set Variable
    • Auto Approve
    • Auto Escalate
  • Scheduler
  • Integration
    • Email Integration
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On this page
  • Create and Manage Opportunity
  • Convert the Lead into Opportunity
  • Add opportunity individually
  • Import opportunity
  • View Opportunity Details
  • View Opportunity in Different Pipeline
  1. Product Guides
  2. CRM

Opportunity

Opportunity is a potential business deal or interaction that could lead to a sale or a positive outcome for a company. Opportunities tracked and managed within a CRM.

PreviousLead ActivityNextOpportunity Activity

Last updated 1 year ago

Create and Manage Opportunity

QuickAppFlow allows you to create opportunities in the following ways:

  1. Convert the lead into an opportunity

  2. Add opportunity individually

  3. Import opportunity

Convert the Lead into Opportunity

To convert lead

Go to Sales and click on Leads

You need to select pipeline, stage and move this lead to the stage, where you want to move in opportunity and click on the Convert button

A new Opportunity is added to the Top

Add opportunity individually

Click on + Opportunity and select +New Customer

Enter the details in the Add Opportunity page and Save

A new Opportunity is added at the top

Import opportunity

When you have a huge list of contacts in a spreadsheet and you would like to add them as Opportunities in your system, you can import the file and they will be added as Opportunities.

  1. In opportunity, go to the More option and click on the Import New Customer button

You can Download Template in xlsx format

Make Sure you fill up all Required Fields data while importing data

Click on Upload bulk data to upload your Opportunity list

After uploading Opportunities in xlsx file format. You can see imported opportunities in the opportunity list

View Opportunity Details

You can choose to view the opportunity that you have created.

To view opportunity

Click on the opportunity title for the record that you would like to view

You can see all the details of the Opportunity

View Opportunity in Different Pipeline

You can view the opportunity you selected different pipelines.

To view opportunities in different pipeline

In Opportunity click on the Pipeline dropdown

Select another pipeline

You can view different pipeline opportunity

Hover the mouse on the lead and click on the Action menu (3 vertical dots) for the record that you would like to convert, then click the convert button