Using the Opportunity Drawer

The Opportunity Drawer holds all of the relevant information that is tied to an opportunity. This information includes the necessary field data that serves as the opportunity's foundation, the contacts that are associated with the opportunity, tasks that pertain to the opportunity, and all related communication that has been sent to the opportunity's contacts.

You can create opportunities in the Opportunity Drawer. The Opportunity Drawer is found wherever opportunities are:

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• Sales Pipeline
• Opportunity Manager
• Contact Records
• Account Records
• Launchpad Task Manager

• Conversion Analysis Report
• Won/Lost Report
• Pipeline Value Report
• Sales Performance Report
• Opp Health Report

You can create opportunities through the Opportunity Drawer. Created opportunities will be housed in the Opportunity Manager.

Opportunities can be based on existing contacts, or you can create opportunities with new contacts.

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You can create opportunities with existing contacts.

To create an opportunity in the Opportunity Drawer that has an existing contact, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Click + Opportunity.
3. Click Select a Contact.
4. Enter the desired contact's name in the Search by Name, Email, or Company Address field.
5. Select the desired contact.
6. Click Continue.
7. Enter a name for the opportunity in the Opportunity Name field.
8. Optionally, attach an account to the opportunity by clicking Add Account.
9. Optionally, select to assign this account to all leads on this opportunity.
10. Optionally, enter notes in the Enter a new note field.
11. Enter relevant data in the fields and menus in the Opportunity Fields section.
12. Configure custom fields as necessary.
13. Optionally, add related products to the opportunity.
14. Click the Contacts tab.
15. Optionally, add new or existing contacts as necessary.
16. Click Save.

Once created, the Opportunity Drawer will display important information at the top of the opportunity, including the following:

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You can create opportunities with new contacts.

To create an opportunity in the Opportunity Drawer with a new contact, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Click + Opportunity.
3. Click Create a New Contact.
4. Enter relevant information in the following fields:
   

   First Name Last Name Company Name

   Email Mobile Phone Work Phone

5. Click Continue.
6. Enter a name for the opportunity in the Opportunity Name field.
7. Optionally, attach an account to the opportunity by clicking Add Account.
8. Optionally, select to assign this account to all leads on this opportunity.
9. Optionally, enter notes in the Enter a new note field.
10. Enter relevant data in the fields and menus in the Opportunity Fields section.
11. Configure custom fields as necessary.
12. Optionally, add related products to the opportunity.
13. Click the Contacts tab.
14. Optionally, add new or existing contacts as necessary.
15. Click Save.

Once created, the Opportunity Drawer will display important information at the top of the opportunity, including the following:

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You can edit created opportunities as necessary.

To edit opportunities, do the following:

1. 1. Click Sales > Opportunity Manager in the left toolbar.
   2. Locate the desired opportunity.
   3. Click    Options > Edit.
   4. Edit the opportunity name, associated account, and if the account should be assigned to all leads on the opportunity at the top of the opportunity drawer.
   5. Edit notes, fields, and products as necessary in the Overview tab.
   6. Add or edit tasks as necessary in the Tasks tab.
   7. Add, edit, or remove opportunity contacts as necessary in the Contacts tab.
   8. Review past communications or communicate with contacts in the Communications tab.
   9. Click Save.

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You can enter notes into opportunities. Notes normally contain associated information about the contact or opportunity.

To enter notes in the Overview tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Create or edit an opportunity.
3. Click the Overview tab.
4. Enter notes in the Enter a new note field.
5. If necessary, configure mandatory opportunity field information in the Overview tab.
6. If necessary, configure mandatory contact information in the Contacts tab.
7. Click Save.

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You can edit previously entered notes as necessary. 

To edit opportunity notes in the Overview tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Edit an opportunity with a note.
3. Click the Overview tab.
4. Click    All Notes. 
5. Hover over the desired note.
6. Click   Options > Edit.
7. Edit note content as desired.
8. Click Save in the note field.

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You can pin important opportunity notes. Pinned notes will appear above other notes in the opportunity.

To pin opportunity notes in the Overview tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Edit an opportunity with a note.
3. Click the Overview tab.
4. Click    All Notes. 
5. Hover over the desired note.
6. Click   Options > Pin.

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You can unpin previously pinned notes. Unpinned notes are not deleted. They are removed from the prominent position above other notes.

To unpin opportunity notes in the Overview tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Edit an opportunity with a note.
3. Click the Overview tab.
4. Hover over the pinned note.
5. Click    Unpin.

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You can delete previously created notes. Deleted notes cannot be restored.

To delete opportunity notes in the Overview tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Edit an opportunity with a note.
3. Click the Overview tab.
4. Click    All Notes. 
5. Hover over the desired note.
6. Click   Options > Delete.

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Opportunities require field information in order to function correctly. 

To enter and configure field data in opportunities via the Overview tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Create or edit an opportunity.
3. Optionally, edit the account attached to the opportunity by clicking    Edit > Change Account.
4. Click the Overview tab.
5. Scroll to the Opportunity Fields section. 
6. Select the desired closing date for the opportunity from the Close Date calendar menu.
7. Select the desired opportunity status from the Status drop-down menu.
8. Select the desired pipeline from the Pipeline drop-down menu.
9. Select the desired opportunity stage from the Stage drop-down menu.
10. Set the closing percentage from the Probability to Close slider.
11. Select the opportunity lead owner from the Lead Owner drop-down menu.
12. Select the opportunity's primary campaign from the Primary Campaign drop-down menu.
13. Select the desired opportunity campaign from the Opportunity Campaign drop-down menu.
14. Enter the opportunity's monetary value in the Total Value field.
15. Click Save.

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You can use custom fields in opportunities. Custom fields are used to track non-standard information.

To use custom fields in opportunities via the Overview tab, do the following: 

1. Click Sales > Opportunity Manager in the left toolbar.
2. Create or edit an opportunity.
3. Click the Overview tab.
4. Scroll to the Custom Fields section.
5. Configure custom field information as necessary.
6. If necessary, configure mandatory opportunity field information in the Overview tab.
7. If necessary, configure mandatory contact information in the Contacts tab.
8. Click Save.

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You can access the Custom Field Manager from the Opportunity Drawer. This allows you to quickly modify custom field information.

To access the Custom Field Manager from the Overview tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Create or edit an opportunity.
3. Click the Overview tab.
4. Scroll to the Opportunity Fields section.
5. Click Edit Custom Fields.

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You can attach products or services to cater to your buyers' needs to your opportunities.

To add products to opportunities via the Overview tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Create or edit an opportunity.
3. Click the Overview tab.
4. Scroll to the Products section.
5. Click Add Product.
6. Select the desired product from the Select Product drop-down menu.
7. Enter the number of products in the Quantity field.
8. Enter the product's individual price in the $ Price field.
9. If necessary, configure mandatory opportunity and custom field information in the Overview tab.
10. If necessary, configure mandatory contact information in the Contacts tab.
11. Click Save.

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You can see which tasks are attributed to an opportunity.

Tasks can be added to previously created and saved opportunities.

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You can create opportunity tasks as necessary.

To create opportunity tasks in the Tasks tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.

2. Create or edit an opportunity.

3. Click the Tasks tab.

4. Click Create Task.

5. Select the desired date in the Select a Date field.

6. Select the desired time in the Select a Time field.

7. Select from the following task types in the

   Select a Type menu:

   General Email

   Meeting Phone Call

8. Optionally, enter a lead's name in the Search Leads text box.
9. Optionally, select an opportunity the lead is part of in the Select an Opportunity menu.
10. Enter a title for the task in the Title text box.
11. Assign the task to a user in the Assignee menu.
12. Optionally, click the Send Calendar Invite checkbox.
13. Optionally, enter a task note in the Note text box.
14. Click OK.

Once a note has been entered into a task, the     Note icon will appear next to the due date. Hover over the icon to see a list of all notes for the task.

Task notes are listed in reverse chronological order. The most recent notes appear at the top of the list.

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You can edit created tasks as necessary. 

To edit tasks in the Tasks tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.

3. Click the Tasks tab.

4. Hover over the desired task. 

5. Click    Options > Edit Task.

6. Edit task parameters as desired.

7. Click OK.

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You can mark tasks as complete once you have fulfilled the requirements of those tasks. 

To mark tasks as complete in the Tasks tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Tasks tab.
4. Click the desired task.
5. Click the Mark as Complete checkbox.
6. Optionally, enter any desired task notes.
7. Click Mark Complete.

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You can reopen completed tasks as necessary.

To reopen completed tasks in the Tasks tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Tasks tab.
4. Hover over the desired completed task. 
5. Click    Options > Reopen.

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You can delete tasks that are no longer relevant to the opportunity. Deleted tasks cannot be restored.

To delete tasks in the Tasks tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Tasks tab.
4. Hover over the desired task. 
5. Click    Options > Delete.
6. Click OK.

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If the contact associated with the opportunity task has a phone number attached to their contact record, and your Sales Dialer feature is properly configured, you can call them at that phone number.

To call opportunity task contacts via the Tasks tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Tasks tab.
4. Hover over the desired task. 
5. Click    Options > Call.
6. Select the desired phone number.
7. Complete the phone call in your computer's video calling program.

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If the contact associated with the opportunity task has an email address attached to their contact record, you can send an email to the contact.

To email opportunity task contacts via the Tasks tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Tasks tab.
4. Hover over the desired task. 
5. Click    Options > Email.
6. Personalize the email in the email window that appears.
7. Send the email.

Be aware that the email window that appears will depend on the email service that is set to default in your browser and computer.

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If the contact associated with the opportunity task has an email address attached to their contact record, and your Mail Sync feature is properly configured, you can send them Smart Mail.

To send Smart Mail to opportunity task contacts via the Tasks tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Tasks tab.
4. Hover over the desired task. 
5. Click    Options > Send Smart Mail.
6. Select the desired previously created Smart Mail.
7. Send either a Quick Send or Personalized Smart Mail.

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Opportunities require that at least one contact be attributed to them during the creation process. However, once created, opportunities can have many different contacts set to them. 

The Contacts tab displays information on contacts attributed to the opportunity, including:

• The contact's Gravatar image
• The date of the contact's last known activity
• The contact's lead score
• The contact's job title and company name
• The contact's phone number and email address
• Other opportunities they are attributed to
• If they are set to notify when they visit websites

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You can add new contacts that are not yet in your system to an opportunity.

To add new contacts to previously created opportunities via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Create or edit an opportunity.
3. Click the Contacts tab.
4. Click + New Contact.
5. Enter relevant information in the following fields:
   

   First Name Last Name Company Name

   Email Mobile Phone Work Phone

6. Click Save.

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You can add contacts already in your Contact Manager to an opportunity.

To add existing contacts to previously created opportunities via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Create or edit an opportunity.
3. Click the Contacts tab.
4. Enter the name of the desired contact in the Add an Existing Contact field.
5. Select the desired contact.

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Once a contact has been added to an opportunity, Lead Gen & CRM will recommend adding other contacts that may be related.

To add recommended contacts to opportunities via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Create or edit an opportunity.
3. Click the Contacts tab.
4. Click   Show Contacts.
5. Hover over the desired contact.
6. Click   Add Contact.
7. Repeat as necessary.
8. Click Save.

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You can configure field information for every contact attributed to an opportunity. 

This includes all system fields, as well as all available custom fields.

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You can edit field information for all of an opportunity's contacts at once.

To edit field information for all of an opportunity's contacts via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Click   Options > Edit All.
5. Click the checkbox of the desired field.
6. Configure field information as necessary.
7. Repeat as necessary for other fields.
8. Click Save.

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You can assign a single lead owner to all of an opportunity's contacts at once.

To assign lead owners to all of an opportunity's contacts via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Click   Options > Add Opp Owner to Contacts.

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You can interact with contacts directly from the Contacts tab.

You can utilize Lead Gen & CRM's many communications features to send personalized communications or otherwise immediately communicate with contacts.

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If your Meetings feature is correctly configured, you can book meetings with contacts.

To book meetings with contacts via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact's name.
5. Click   Options > Book Meeting.
6. Select the desired previously created meeting email.
7. Send either a Quick Send or Personalized Smart Mail.

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You can directly call contacts through the Opportunity Drawer.

To call opportunity task contacts via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact's name.
5. Click   Options > Make Phone Call.
6. Select the desired phone number.
7. Complete the phone call in your computer's video calling program.

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You can log the results of your Sales Dialer calls with contacts.

To log phone call results via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact's name.
5. Click   Options > Log Calls.
6. Select one of the following toggles:

   Incoming Call Outgoing Call

7. Select one of the following call outcomes from the Select an outcome drop-down menu:

   Left a message No answer Spoke with contact

8. Optionally, enter call notes in the Enter notes here field.
9. Click Log Call.

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If the contact associated with the opportunity task has an email address attached to their contact record, you can send an email to the contact.

To email opportunity task contacts via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact's name.
5. Click   Options > Send Email.
6. Configure the email in the email editor that appears.
7. Send the email.

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If the contact associated with the opportunity task has an email address attached to their contact record, and your Mail Sync feature is properly configured, you can send them Smart Mail.

To send Smart Mails to contacts via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact's name.
5. Click   Options > Send Smart Mail.
6. Send either a Quick Send or Personalized Smart Mail.

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There are certain options and other actions available for contacts in the Opportunity Drawer. 

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You can set the primary point of contact for the opportunity within the Opportunity Drawer.

To set primary contacts via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact who is not the primary contact.
5. Click   Options > Make Primary Contact.

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You can add contacts to lists as necessary.

To add contacts to lists via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact's name.
5. Click   Options > Add to List.
6. Select the desired list type from the Select a list drop-down menu:
   
   

   	Type		Description
   	Add list to Contact Manager		Adds an existing list that the contact is part of to the Contact Manager.
   	Existing list		Adds the contact to an existing list. Select the list from the available lists.
   	Create New list		Adds the contact as the first contact in a new list. Enter name, description, and Contact Manager information.

7. Click Save.

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You can add contacts to action groups as necessary.

To add contacts to action groups via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact's name.
5. Click   Options > Add to Action Group.
6. Select the desired action group from the Select an action group drop-down menu.
7. Select either of the following:
   
   

   	Option		Description
   	Run as soon as possible		Runs the action group immediately.
   	Schedule to run		Runs the action group at a specific future date and time. Enter the date and time in their respective fields.

8. Click OK.

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You can remove contacts from opportunities through the Opportunity Drawer.

To remove contacts from an opportunity via the Contacts tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity with a task.
3. Click the Contacts tab.
4. Hover over the desired contact's name.
5. Click   Options > Remove Contact.

Removed contacts can be added back to the opportunity as necessary.

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You can view the communications log that details all emails sent and phone calls made to every contact in the opportunity.

The log displays all communications sent to contacts from the time they were created to the present.

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You can view the details of individual communications log entries.

To view communications log entries in an opportunity via the Communications tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity.
3. Click the Communications tab.
4. Click the desired communication.
5. Review the sent email or logged call.

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You can directly interact with an opportunity's contacts through the communications log. 

To interact with opportunity contacts through communications log entries via the Communications tab, do the following:

1. Click Sales > Opportunity Manager in the left toolbar.
2. Open an opportunity.
3. Click the Communications tab.
4. Click the desired communication.
5. Click    Options.
6. Select either of the following actions:
   
   

   	Action		Description
   	Call		Calls the contact at their listed phone number. Opens your system voice communications program.
   	Email		Emails the contact. Opens your email provider.

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