The Opportunity screen provides a view of all of your active opportunities based upon Opportunity Stage.
Select any opportunity to view its details.
Change Opportunity Stage
From the opportunity detail screen, select the pencil icon beside Opportunity to make changes. Use the drop-down menu on the Opportunity Stage field to choose the stage that fits best.
NOTE: You can also drag-and-drop opportunities to different stages from the Opportunities main screen.
Click on a card to open the opportunity for further editing
This allows you to edit the details of the Opportunity
Total Revenue: Enter the total revenue amount of the opportunity.
Stage: a drop-down menu of default pre-loaded opportunity stages. The stage of your opportunity can be used to sort, organize and run reports and listings. It will also help you get a better idea of how many opportunities you have in certain stages and what needs to happen with just a quick look.
Status: Just as the list of opportunity stages, this is a default pre-loaded list of opportunity status codes. In general, there are typically 3 ways to identify the status of your opportunity – Open, Postponed, and Closed.
Probability: This is used for setting up a weighted value when tracking projected revenue for your opportunities. There are tools available to you for monitoring your opportunities allowing you to easily view the total revenue as well as the weighted revenue of your opportunities (keep reading, we will get to these tools later). For example, if you enter in the total revenue as $100K and then enter in a Probability % of 80%, you will see $100K as the total estimated revenue and $80K as the weighted revenue amount.
Next Steps: While you are working on your opportunity, if you think of something that needs to happen next, this is where you can jot it down. Remember, from the opportunity you will also be able to create and assign Activities to yourself or others.
Forecasted Close Date: Enter the date you think this Opportunity will be converted to a project.
Months: Used for Revenue Forecast- Enter the number of months you expect the Income amount to be spread across
Outcome: Once you know whether or not you will be awarded this opportunity, you can identify the opportunity outcome here. There are 3 possible default outcomes: Awarded, Lost, Canceled. If you have the security access to do so, you can edit this list of opportunity outcomes.
Actual Close Date: Enter the actual date that you were awarded the opportunity. Now you can compare what was the forecasted close date and the actual close date.
Outcome Description: This is an area for you to offer more of an explanation of the outcome details of this opportunity.
Date Converted: This date field will fill in automatically if this opportunity was created by way of converting a Lead. If you did not start at the Lead level, you can disregard this date field.
Convert To An Oppty Project
Under the project details heading, click "enable advanced features". You will then be prompted to pick a template for the project, choose one and hit save. You may be prompted to create an estimate. Once you close out of the estimate screen, under opportunity details you will see new project related fields.
As an Oppty Project, the system will treat it like any other project. You can add time, expenses, adjust schedules and may be visible in traffic/project views. Any transactions associated with it, though, are considered non-billable, and will not show in any area of Today-Billing for invoice generation. Upon conversion to a "real" project, the transactions will then be billable.
At time of conversion, if the Company has not been setup as a client, the system will prompt you to add a Client ID.
Specs: Remember, the ultimate goal of your opportunity is to one day become a project. For that project, you may be collecting spec sheets. You can keep them here on the Specs tab of this opportunity and when/if you get to convert the opportunity to a project, the spec sheets will copy over onto the project for you automatically so you do not have to enter them again.
Stakeholders: Enter the names of key people from the company that will be making a decision for this opportunity
This area allows you to view the internal notes and external conversations made with the people associated with the opportunity.