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.
Last updated
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.
Last updated
QuickAppFlow allows you to create opportunities in the following ways:
Convert the lead into an opportunity
Add opportunity individually
Import 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
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
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.
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
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
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