SharpSpring enables you to create an opportunity using contacts already in the Contact Manager. This article will explain how to create and use opportunities in SharpSpring.Article Contents
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Understanding Opportunities
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.
Creating Contact Manager Opportunities
To create an opportunity, do the following:
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Note: Contacts can be attributed to multiple opportunities, but each opportunity will need to be created separately.
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Note: You can have multiple contacts in one opportunity. However, you must have a primary contact associated with an opportunity.
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Note: 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.
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Creating Pipeline Opportunities
To create an opportunity through a pipeline, do the following:
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Accessing Opportunities Attributed to Contacts
You can access the opportunities associated with your contacts.
Accessing via the Contact Record
Accessing via the Memberships Tab
Contact opportunity information is also located in the Memberships tab of a contact's record. To access opportunities that a contact is associated with, do the following:
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Adding Existing Contacts to Existing Opportunities
To add contacts to an existing opportunity, do the following:
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Adding New Contacts to Existing Opportunities
To add new contacts to an existing opportunity, do the following:
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Setting Primary Contacts
To set a primary contact for an opportunity, do the following:
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Setting a contact in an opportunity as the primary contact will also associate the contact’s campaign with the opportunity. The dot next the campaign will be green to reflect this.
The Communication Tab
To utilize communication features for an opportunity, do the following:
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If Mail Sync is enabled, you will also see emails sent between the opportunity owner and the contacts.
Writing Opportunity Notes
To set notes on an opportunity, do the following:
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Any notes added will automatically show the date and time saved. These notes are also used in the Activity Report.
Understanding Archived Opportunities
Opportunities cannot be deleted. Opportunities can, however, be archived. In SharpSpring, an archived opportunity is an opportunity that is removed from all open opportunities without marking it as won or lost. This is useful for deals that were not appropriately qualified or created in error, as there results will not count negatively against sales reports.
Once archived, these opportunities can no longer be found in pipelines. They will not affect opportunity reporting unless explicitly included when generating reports.
Archiving Opportunities
To archive an opportunity, do the following:
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Viewing Archived Opportunities
The Reports section of SharpSpring provides a report on all opportunities won or lost across all pipelines over a given timeframe. The Won/Lost report provides information on archived opportunities. To view archived opportunities, do the following:
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The Won/Lost report will provide the following information on archived opportunities:
- The total number of archived opportunities
- The total opportunity monetary value
- The average opportunity monetary value
- The average time it took to close opportunities
Reopening Opportunities
You can reopen archived opportunities as needed. To reopen an archived opportunity, do the following:
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Understanding Pipeline Opportunity Icons
Opportunities will have icons added to them when they meet certain criteria. These icons provide an at-a-glance view of important information about and necessary actions for an opportunity. These icons are as follows: | ![]() |
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Icon | Name | Description | ||
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No Follow-up Set |
The salesperson has not followed up with leads. |
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Past Close |
The close date has passed for the opportunity. |
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Unread Notes |
The opportunity has notes that have not been read. |