SharpSpring enables you to create an Opportunity using contacts already in the Contact Manager. Opportunities are created and added to the Pipeline to monitor progress across Deal Stages in the sales process. You can track the estimated revenue, estimated close date and the contacts included in a specific opportunity. In SharpSpring, Opportunities are represented as cards in the Pipeline and can be easily moved to a different deal stage as the opportunity moves across the sales process timeline.
Step-by-Step Guide to Creating an Opportunity
Step 1: Click on "Contacts" in the top navigation bar.
Step 2: Select "Contact Manager " in the drop down menu.
Step 3: Use the search bar to find the contact that you want to attach to an opportunity.
(Note: You can have multiple contacts in one opportunity. However, you must have a primary contact associated with an opportunity.)
Step 4: Once you're on the selected contact’s page, click on the gray Options button in the top right corner.
Step 5: Select "New Opportunity" in the drop down menu.
Step 6: Name the opportunity in the field provided.
Step 7: Fill in the total value, close date, opportunity owner, pipeline (if using multiple pipelines), pipeline stage, and status information in the fields provided. The expected value in blue populates by calculating the total value of the deal multiplied by the percentage to close. The probability to close will automatically populate based on the pipeline stage the opportunity is in, but can be manually changed.
Step 8: Add an optional status, reminders, and fill out any custom fields.
Step 9: On the Contacts tab, add any additional contacts you want to associate with the opportunity. You can easily add them using the “Add a Contact” search field. Make sure to save all changes using the green Save button above the contacts.
Step 10: To identify the primary contact, click the options gear to the right of the contact, and select Primary Contact. This will also associate the primary contact’s campaign with the opportunity. The dot next the campaign will be green to identify this.
Step 11: The Communication tab will show all previous email communication with the contacts associated with the opportunity, including IMAP emails, logged calls, and Smart Emails. If email syncing is enabled, you will also see emails sent between the opportunity owner and the contacts.
Step 12: The Notes tab allows you to add notes for the opportunity. This is helpful to use during or after conversations with the potential client. Any notes added will automatically show the date and time saved. These notes are also used in the Activity Report under the Sales tab.
Congratulations, you have successfully created an opportunity!