An opportunity is used to track a potential sale for either a new lead or an existing client, managed in the Sales Manager. You can move opportunities through various stages before they reach the quoting phase.
Once a service is sold and a contract is signed, the lead will first be converted to a full client, then the order is processed.
From the Ubersmith Dashboard, click Sales. The Sales Manager Dashboard appears.
From the Add Opportunity section, click either New Lead for someone not already in Ubersmith, then enter the lead’s name in the Add Lead section or click Client ID for an existing client or lead. You can also click search to open the Find a Client/Lead page.
In the Name field, enter the name of the opportunity, such as the service being sold.
In the Status field, select the status of the opportunity, either Open, Won, Lost or Cancelled.
In the Stage field, select the stage of the opportunity. These options will vary based on your customized choices. See Opportunity Stages for more information.
In the Type field, select the type of opportunity. These options will vary based on your customized choices. See Opportunity Types for more information.
In the Next Step field, enter the next step to take with the opportunity.
In the Closure field, enter the numeral percentage of your expectation on selling the service.
In the Date field, enter the current date.
In the Value field, enter the price range of the expected revenue.