Opportunities are created and added to a pipeline to monitor progress across deal stages in the sales process. Opportunities contain information about a deal, including the likelihood to close the deal, the value of the deal, and company information. Opportunities can be created in the Opportunity Manager, from the sales pipeline, or from a contact record.
The sales pipeline displays opportunities in a progression format, helping you visualize where a deal sits in the pipeline, while the Opportunity Manager displays all opportunities in a table format, helping you explore all available opportunities and select the one you need.
This article will help you understand and navigate the Opportunity Manager.
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Opportunity Manager Overview
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| 1: View Filters | ||
| Item | Description | |
| All |
You can search for opportunities with specific properties using the Search Bar or the Advanced Search feature. With the dropdown in this section, display all opportunities, opportunities from a recent srearch, or opportunities from a Saved Search. |
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| Default View |
When you have a filtered view that you like -- from manipulating your columns -- you can save that view and access saved views from this dropdown. |
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| + Create View |
When you have a filtered view that you like -- from manipulating your columns -- click + Create View to save that view for future use. |
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| 2: Search & Advanced Search | ||
| Item | Description | |
| Search Bar |
Search for opportunities quickly by typing in the name of the opportunity, associated account, or name of the primary lead on the account. |
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| Advanced Search |
Complete a more advanced, more detailed search, of opportunity fields and opportunity data, using the Advanced button. |
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| 3: Manage Columns | ||
| Item | Description | |
| Visible Fields |
Certain fields will be displayed in the opportunity manager, as columns, by default. Check or uncheck the box in the Manage Columns, Visual Fields section to add or remove these columns from the Opportunity Manager table. |
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| Opportunity Fields |
Fields within opportunities, such as assigned lead, opportunity value, etc., can be displayed as a column in the opportunity manager. Check the box next to the opportunity fields you'd like to display as columns in the Opportunity Manager table. |
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Custom Fields
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Any custom fields in your Lead Gen & CRM instance can be displayed as columns. Check the box next to the custom fields you'd like to display as columns in the Opportunity Manager table. |
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| 4: Create A New Opportunity | ||
| Item | Description | |
| + Opportunity |
Create a new opportunity with an existing contact or a new contact. |
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| 5: Export Opportunities | ||
| Item | Description | |
| Export Opportunities |
Export a .CSV file of opportunity data with set columns. |
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| Export Manager |
Go to the Export Manager page to view and manage previous and pending exports. |
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