Using the Opportunity Manager

Article Contents

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

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

To create opportunities, do the following:

1. Click Sales > Opportunity Manager in SharpSpring's left toolbar.
2. Click + Opportunity.
3. 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.

4. Click Continue.

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You can edit created opportunities as necessary.

To edit opportunities, do the following:

1. Click Sales > Opportunity Manager in SharpSpring's left toolbar.
2. Locate the desired opportunity.
3. Click    Options > Edit.
4. Edit notes, fields, and products as necessary in the Overview tab.
5. Add or edit tasks as necessary in the Tasks tab.
6. Add, edit, or remove opportunity contacts as necessary in the Contacts tab.
7. Review past communications or communicate with contacts in the Communications tab.
8. Click Save.

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, do the following:

1. Click Sales > Opportunity Manager in SharpSpring's left toolbar.
2. Enter one of the following parameters in the
     search bar:
   

   Account name Fax number Phone number

   Owner name Website address

3. Select the desired account from the search results.

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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.

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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, do the following:

1. Click Sales > Opportunity Manager in SharpSpring's left toolbar.
2. Click a created active opportunity.
3. Click the Overview tab.
4. Locate the Opportunity Fields section.
5. Select Archived from the Status drop-down menu. 
6. Click Save.

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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, do the following:

1. Click Sales > Opportunity Manager in SharpSpring's left toolbar.
2. Click   Manage Columns in the column header row.
3. Select the Status checkbox.
4. Click the    Sort carets.

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

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You can restore archived opportunities as necessary.

To restore an archived opportunity, do the following:

1. Click Sales > Opportunity Manager in SharpSpring's left toolbar.
2. Click the name of an existing archived opportunity.
3. Click the Overview tab.
4. Locate the Standard Fields section.
5. Select Open from the Status drop-down menu. 
6. Click Save.

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You can export opportunities as necessary. 

To export and download account information, do the following:

1. Click Sales > Opportunity Manager in SharpSpring's left toolbar.
2. Click    Options > Export Opportunities.
3. Click the checkboxes of the desired fields.
4. Click Export.
5. Click Export Manager in the notification window that appears.
6. Click the name of the exported account file.

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

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