Creating an Opportunity
To create an opportunity access a contact profile or a company profile and select "Add Opportunity"
You will then be met with the opportunity details screen. There are 5 different sections to fill out.
Company Information: In this section, the Company and Contact records should automatically populate if not you will need to manually select them. Once filled out you can also add additional contacts to the opportunity.
About the Opportunity: In this section, you will fill in details associated with the opportunity such as Name, Type, Stage, Description, and Salesperson(s) assigned.
Opportunity Amount: In this section, you will fill out details associated with the amount of the opportunity. You can do this by either entering the information as a Simple Entry or By Itemized Entry of your solutions.
If your solutions are not entered into GlassHive yet click the following to learn how to import or create them.
If you use Itemized Entry of Solutions these will directly tie into any documents or proposals you send.
*NOTE* A Minimum Gross Margin can be set by an Admin under your Company Setting
Registered Deals: Register your opportunity with one of your vendors. Let them know what you have in the pipeline!
Custom Fields: Add any type of fillable field to your opportunities.
Once all fields have been completed select "Save Opportunity"
Once the opportunity has been completed you can view it and all other opportunities associated with the contact by selecting the Opportunities category.
This screen will show you all opportunities and their data associated with the contact. From here you can also change the status of an Opportunity, View Details, Log Activities, Edit, or Delete the Opportunity.
