Opportunity

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

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

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