Using the Opportunity 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 Lead Gen & CRM, 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.

This article will provide information on how to use the Opportunity Manager's many features. 

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Article Contents

• Creating Opportunities in the Opportunity Drawer
• Editing Opportunities
• Searching Opportunities via the Search Toolbar
• Archiving Opportunities
• Restoring Opportunities
• Exporting Opportunities

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Creating Opportunities in the Opportunity Drawer

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

To create opportunities, start from the Sales > Opportunity Manager page in the left toolbar.

1. Click + Opportunity.
   
   

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2. Select either of the following:

   	Option		Description
   	Select a contact		Uses a contact that already exists in the Contact Manager. Search for the contact by entering different contact fields.
   	Create a new contact		Adds a new contact to the Contact Manager. Enter relevant information into the contact fields.

3. Fill out the fields within the selected category. 
4. Click Continue. 
   
   

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Editing Opportunities

You can edit created opportunities as necessary.

To edit opportunities, start from the Sales > Opportunity Manager page in the left toolbar.

1. Locate the desired opportunity and click    Options > Edit.
   
   

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2. Edit notes, fields, and products as necessary in the Overview tab. 
3. Add or edit tasks as necessary in the Tasks tab.
4. Add, edit, or remove opportunity contacts as necessary in the Contacts tab.
5. Review past communications or communicate with contacts in the Communications tab.
6. Click Save. 
   
   

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Searching Opportunities via the Search Toolbar

The Opportunity Manager allows you to search for opportunities by entering search terms in the search bar. Broader terms will yield more results. Specific terms will yield fewer results.

To search for accounts in the Opportunity Manager's search bar, start from the Sales > Opportunity Manager in the left toolbar.

1. Enter one of the following parameters in the    search bar:

   Account name Fax number Phone number

   Owner name Website address

2. Select the desired account from the search results.
   
   

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Using Advanced Search

There may be times when using the search bar does not provide you with the results you are looking for. You may want to use the Advanced Search function instead.

The Advanced Search function provides a more complete filtering of search results. Advanced Search is a more direct search tool that allows you to modify your search terms for a more focused result.

Advanced Search has search fields for many different parameters and even allows for custom search fields based on the various fields attributed to your accounts, contacts, and opportunities.

Refer to Using Advanced Search in the Opportunity Manager for more information.

1. Click the Advanced button next to the search bar. 
2. Use the features and filters in the bar that appears on the left. 
   
   

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Archiving Opportunities

There may come a time when you no longer need an account to be active.

You can archive the account, which will deactivate it and preserve its information for future reference. This means that accounts cannot be deleted.

To archive an account, start from the Sales > Opportunity Manager in the left toolbar.

1. Click a created active opportunity.
   
   

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2. Click the Overview tab.
3. In the Opportunity Fields section, select Archived from the Status drop-down menu. 
   
   
   Note: Opportunities can be edited while archived.
4. Click Save.
   
   

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Viewing Archived Opportunities

Archived opportunities will remain in the list of all opportunities. You may want to view only those opportunities that are archived. 

To view archived opportunities, start from the Sales > Opportunity Manager in the left toolbar.

1. Click   Manage Columns in the column header row.
   
   

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2. Select the Status checkbox.
   
   

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3. Click the    Sort buttons to show all archived opportunities.
   
   

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Archived opportunities will be sorted together and will be grouped together in the list of all opportunities.

Restoring Opportunities

You can restore archived opportunities as necessary.

To restore an archived opportunity, start from the Sales > Opportunity Manager in the left toolbar.

1. Click the name of an existing archived opportunity.
   
   

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2. Click the Overview tab.
3. In the Opportunity Fields section, select Open from the Status drop-down menu. 
4. Click Save.
   
   

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Exporting Opportunities

You can export opportunities as necessary. 

To export and download account information, start from the Sales > Opportunity Manager in the left toolbar.

1. Click    Options.
   
   

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2. Click Export Opportunities.
   
   

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3. Click the checkboxes of the desired fields.
4. Click Export.
   
   

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5. Click Export Manager in the notification window that appears.
   
   

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6. Click the name of the exported account file.
   
   

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Be aware that exported .CSV files will download automatically to where your computer saves files downloaded from the Internet.