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. This article will provide information on how to use the Opportunity Manager's many features.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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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, do the following:
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Editing Opportunities
You can edit created opportunities as necessary. To edit opportunities, do the following:
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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, do the following:
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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. |
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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, do the following:
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Note: Opportunities can be edited while archived.
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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, do the following:
Archived opportunities will be sorted together and will be grouped together in the list of all opportunities. |
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Restoring Opportunities
You can restore archived opportunities as necessary. To restore an archived opportunity, do the following:
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Exporting Opportunities
You can export opportunities as necessary. To export and download account information, do the following:
Be aware that exported .CSV files will download automatically to where your computer saves files downloaded from the Internet. |